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
476
$43.2K 0.01%
1,003
+123
477
$43.1K 0.01%
612
-106
478
$42.9K 0.01%
2,737
+592
479
$42.9K 0.01%
5,664
+3,924
480
$42.9K 0.01%
1,232
+675
481
$42.9K 0.01%
1,827
482
$42.7K 0.01%
413
+16
483
$42.5K 0.01%
388
+3
484
$42.4K 0.01%
776
485
$42.3K 0.01%
866
-2
486
$42.2K 0.01%
818
-58
487
$42K 0.01%
122
-15
488
$42K 0.01%
273
-80
489
$42K 0.01%
363
-41
490
$41.3K 0.01%
400
491
$41.2K 0.01%
614
-2
492
$40.9K 0.01%
1,232
+186
493
$40.9K 0.01%
144
+19
494
$40.7K 0.01%
536
+226
495
$40.7K 0.01%
2,255
+87
496
$40.7K 0.01%
503
-103
497
$40.4K 0.01%
1,518
-26
498
$39.8K 0.01%
1,807
-901
499
$39.6K 0.01%
879
500
$39.3K 0.01%
596
-213
18 19
20
21 22