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
451
$51.2K 0.01%
449
-28
452
$50.8K 0.01%
561
-35
453
$50.5K 0.01%
26
454
$49.7K 0.01%
726
+10
455
$49.6K 0.01%
2,512
+370
456
$49.4K 0.01%
8,000
457
$49.4K 0.01%
95
+30
458
$49.1K 0.01%
2,401
-695
459
$49K 0.01%
632
-79
460
$48.2K 0.01%
2,152
-238
461
$48.1K 0.01%
151
-18
462
$47.6K 0.01%
554
+30
463
$47.4K 0.01%
351
+8
464
$47.2K 0.01%
352
-89
465
$46.3K 0.01%
757
+15
466
$46.2K 0.01%
587
-24
467
$46.1K 0.01%
928
468
$46K 0.01%
870
-112
469
$45.2K 0.01%
3,500
-500
470
$44.9K 0.01%
350
+78
471
$44.5K 0.01%
513
-38
472
$43.5K 0.01%
1,004
+296
473
$43.4K 0.01%
1,549
+12
474
$43.3K 0.01%
1,210
+182
475
$43.3K 0.01%
504
-18
17 18
19
20 21