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
401
$63.7K 0.01%
1,956
-225
402
$63.5K 0.01%
500
403
$63.4K 0.01%
600
-1,300
404
$62.9K 0.01%
310
405
$62.8K 0.01%
4,419
+1,129
406
$62.6K 0.01%
5,000
407
$62.3K 0.01%
600
408
$62.3K 0.01%
2,769
+42
409
$62.3K 0.01%
449
410
$62.2K 0.01%
7,545
+23
411
$62K 0.01%
1,787
-474
412
$61.3K 0.01%
218
-29
413
$60.9K 0.01%
4,791
414
$60.3K 0.01%
4,103
-48
415
$60K 0.01%
123
+1
416
$59.7K 0.01%
428
417
$59.6K 0.01%
2,798
+579
418
$59.3K 0.01%
250
-11
419
$58.6K 0.01%
262
-13
420
$58.5K 0.01%
116
-16
421
$58.3K 0.01%
2,891
+397
422
$57.5K 0.01%
1,550
+179
423
$57.4K 0.01%
629
424
$57.2K 0.01%
123
-13
425
$56.9K 0.01%
1,915
-472
15 16
17
18 19