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
551
$32.2K 0.01%
19
+5
552
$32.1K 0.01%
116
+51
553
$32K 0.01%
294
+104
554
$32K 0.01%
427
+155
555
$31.7K 0.01%
+570
556
$31.5K 0.01%
285
-69
557
$31.5K 0.01%
431
558
$31.3K 0.01%
383
-11
559
$31.1K 0.01%
278
-138
560
$31K 0.01%
311
561
$30.7K 0.01%
200
-3
562
$30.6K 0.01%
818
+2
563
$30.6K 0.01%
1,500
564
$30.4K 0.01%
3,412
-229
565
$30.2K 0.01%
1,152
+142
566
$30.1K 0.01%
927
+420
567
$30.1K 0.01%
67
-15
568
$30.1K 0.01%
411
-13
569
$30K 0.01%
2,673
+175
570
$29.8K 0.01%
317
-1
571
$29.7K 0.01%
1,550
572
$29.5K 0.01%
1,966
+175
573
$29.5K 0.01%
1,921
574
$29.5K 0.01%
249
-59
575
$29.4K 0.01%
1,633
21 22
23
24 25