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
626
$25.3K ﹤0.01%
500
627
$25.2K ﹤0.01%
476
-13
628
$25.1K ﹤0.01%
316
-18
629
$25.1K ﹤0.01%
250
630
$25.1K ﹤0.01%
189
-124
631
$25K ﹤0.01%
445
-55
632
$25K ﹤0.01%
836
633
$24.9K ﹤0.01%
1,300
+1,200
634
$24.7K ﹤0.01%
756
+623
635
$24.7K ﹤0.01%
306
+44
636
$24.6K ﹤0.01%
681
+673
637
$24.6K ﹤0.01%
249
-119
638
$24.5K ﹤0.01%
519
+43
639
$24.4K ﹤0.01%
162
-60
640
$24.2K ﹤0.01%
343
+180
641
$24.2K ﹤0.01%
231
+80
642
$24.2K ﹤0.01%
534
+2
643
$24.2K ﹤0.01%
268
644
$24.2K ﹤0.01%
160
+11
645
$24.1K ﹤0.01%
27
+8
646
$24.1K ﹤0.01%
588
+541
647
$24.1K ﹤0.01%
72
648
$24.1K ﹤0.01%
1,281
-143
649
$24K ﹤0.01%
412
-80
650
$23.9K ﹤0.01%
385
-19
24 25
26
27 28