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
676
$22.6K ﹤0.01%
2,010
-3
677
$22.4K ﹤0.01%
375
-23
678
$22.3K ﹤0.01%
631
+419
679
$22.2K ﹤0.01%
103
+4
680
$22.2K ﹤0.01%
1,380
+600
681
$22.2K ﹤0.01%
318
-308
682
$22.1K ﹤0.01%
21
+8
683
$22.1K ﹤0.01%
330
+20
684
$22K ﹤0.01%
409
+112
685
$21.9K ﹤0.01%
262
-9
686
$21.9K ﹤0.01%
200
687
$21.8K ﹤0.01%
531
+149
688
$21.7K ﹤0.01%
162
-2
689
$21.7K ﹤0.01%
130
-200
690
$21.5K ﹤0.01%
147
+145
691
$21.5K ﹤0.01%
551
-42
692
$21.4K ﹤0.01%
471
+56
693
$21.2K ﹤0.01%
168
-10
694
$21.1K ﹤0.01%
141
-12
695
$21.1K ﹤0.01%
108
+72
696
$21K ﹤0.01%
593
+77
697
$20.9K ﹤0.01%
360
-20
698
$20.9K ﹤0.01%
290
+74
699
$20.9K ﹤0.01%
704
-37
700
$20.8K ﹤0.01%
220
-50
26 27
28
29 30