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
426
$56.6K 0.01%
612
-610
427
$56.6K 0.01%
201
-49
428
$56.5K 0.01%
2,004
+9
429
$56.2K 0.01%
596
-58
430
$56.2K 0.01%
4,624
+1,132
431
$56.2K 0.01%
6,201
+5,001
432
$56K 0.01%
1,103
-270
433
$55.9K 0.01%
2,920
+266
434
$55.7K 0.01%
1,500
435
$55.5K 0.01%
5,537
+525
436
$55.1K 0.01%
1,499
+126
437
$55K 0.01%
4,943
+22
438
$54.6K 0.01%
5,140
-3,161
439
$54.5K 0.01%
528
-171
440
$54K 0.01%
339
-20
441
$53.7K 0.01%
1,385
+318
442
$53.7K 0.01%
4,116
443
$53.4K 0.01%
2,400
444
$53.1K 0.01%
1,108
+1
445
$52.8K 0.01%
5,050
446
$52.6K 0.01%
4,534
-640
447
$52.4K 0.01%
447
448
$52.2K 0.01%
2,283
+202
449
$51.3K 0.01%
5,590
+17
450
$51.2K 0.01%
1,436
16 17
18
19 20