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
576
$29.3K 0.01%
832
+121
577
$29.2K 0.01%
992
+30
578
$29.1K 0.01%
432
+97
579
$29K 0.01%
+1,258
580
$28.9K 0.01%
1,321
-60
581
$28.8K 0.01%
300
582
$28.6K 0.01%
465
583
$28.6K 0.01%
101
584
$28.5K 0.01%
526
-2
585
$28.5K 0.01%
623
+15
586
$28.4K 0.01%
137
-62
587
$28.4K 0.01%
364
+32
588
$28.4K 0.01%
160
-6
589
$28K 0.01%
100
590
$28K 0.01%
1,210
+452
591
$27.9K 0.01%
243
-24
592
$27.8K 0.01%
1,319
-2,529
593
$27.8K 0.01%
2,200
594
$27.8K 0.01%
325
+41
595
$27.7K 0.01%
366
596
$27.7K 0.01%
598
597
$27.4K 0.01%
219
-217
598
$27.3K 0.01%
110
-2
599
$27.3K 0.01%
3,385
600
$27.3K 0.01%
2,005
+1,998
22 23
24
25 26