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
651
$23.9K ﹤0.01%
97
-23
652
$23.8K ﹤0.01%
626
+2
653
$23.8K ﹤0.01%
1,187
654
$23.8K ﹤0.01%
75
-4
655
$23.6K ﹤0.01%
1,503
656
$23.6K ﹤0.01%
338
-5
657
$23.5K ﹤0.01%
458
+56
658
$23.5K ﹤0.01%
581
+15
659
$23.4K ﹤0.01%
462
+356
660
$23.4K ﹤0.01%
943
-734
661
$23.4K ﹤0.01%
12,700
662
$23.3K ﹤0.01%
537
+516
663
$23.3K ﹤0.01%
5,000
664
$23.2K ﹤0.01%
964
-18
665
$23.2K ﹤0.01%
1,344
+418
666
$23.1K ﹤0.01%
882
-140
667
$23.1K ﹤0.01%
182
-19
668
$23K ﹤0.01%
276
+155
669
$22.9K ﹤0.01%
1,145
-7
670
$22.9K ﹤0.01%
455
-13
671
$22.8K ﹤0.01%
1,160
672
$22.8K ﹤0.01%
850
673
$22.8K ﹤0.01%
2,027
+21
674
$22.8K ﹤0.01%
629
675
$22.7K ﹤0.01%
766
25 26
27
28 29