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
601
$27.3K 0.01%
3,839
+1,443
602
$27.1K 0.01%
174
-37
603
$27K 0.01%
84
+28
604
$27K 0.01%
530
-32
605
$26.9K 0.01%
254
606
$26.9K 0.01%
1,174
-73
607
$26.7K 0.01%
551
+165
608
$26.6K 0.01%
134
-15
609
$26.6K 0.01%
521
610
$26.6K 0.01%
1,347
+34
611
$26.6K 0.01%
846
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612
$26.5K 0.01%
237
613
$26.4K 0.01%
503
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$26.4K 0.01%
194
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615
$26.3K 0.01%
459
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616
$26.3K 0.01%
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617
$26.3K 0.01%
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$26.2K 0.01%
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$26.1K 0.01%
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$26K 0.01%
4,000
621
$25.8K 0.01%
745
622
$25.8K 0.01%
805
-65
623
$25.7K 0.01%
197
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624
$25.4K 0.01%
1,060
-320
625
$25.3K 0.01%
330
23 24
25
26 27