HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,660
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$973K
3
+$429K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$338K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$335K

Top Sells

1
+$428K
2
+$387K
3
+$282K
4
VUG icon
Vanguard Growth ETF
VUG
+$277K
5
IBM icon
IBM
IBM
+$207K

Sector Composition

1 Consumer Staples 39.45%
2 Industrials 14.92%
3 Technology 7.52%
4 Communication Services 7.38%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$72.2K 0.01%
416
-22
377
$71.7K 0.01%
764
-128
378
$71.7K 0.01%
7,041
+693
379
$70.9K 0.01%
1,160
+151
380
$70.6K 0.01%
1,553
381
$70.4K 0.01%
3,879
+706
382
$69.9K 0.01%
214
383
$69.8K 0.01%
774
+8
384
$69.6K 0.01%
4,750
385
$69.5K 0.01%
2,766
386
$68.4K 0.01%
853
-78
387
$68.2K 0.01%
1,446
+27
388
$68.1K 0.01%
296
-7
389
$68K 0.01%
175
-13
390
$67.7K 0.01%
614
391
$67.4K 0.01%
16
+3
392
$67.2K 0.01%
7,763
393
$66K 0.01%
820
-96
394
$65.9K 0.01%
258
-54
395
$65.8K 0.01%
3,125
396
$65.6K 0.01%
917
-220
397
$64.9K 0.01%
361
-394
398
$64.1K 0.01%
1,635
-16
399
$64.1K 0.01%
212
+23
400
$63.9K 0.01%
2,738
-86
14 15
16
17 18