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
701
$20.8K ﹤0.01%
414
+73
702
$20.8K ﹤0.01%
186
-95
703
$20.7K ﹤0.01%
104
+6
704
$20.6K ﹤0.01%
355
-524
705
$20.6K ﹤0.01%
198
+9
706
$20.5K ﹤0.01%
186
+112
707
$20.5K ﹤0.01%
1,331
+145
708
$20.5K ﹤0.01%
667
+38
709
$20.4K ﹤0.01%
674
-288
710
$20.3K ﹤0.01%
182
-61
711
$20.3K ﹤0.01%
194
+15
712
$20.3K ﹤0.01%
1,207
+123
713
$20.2K ﹤0.01%
127
-7
714
$20.1K ﹤0.01%
354
-38
715
$20K ﹤0.01%
992
+109
716
$19.8K ﹤0.01%
325
-1
717
$19.8K ﹤0.01%
310
+5
718
$19.6K ﹤0.01%
235
719
$19.6K ﹤0.01%
198
+64
720
$19.5K ﹤0.01%
300
721
$19.5K ﹤0.01%
499
-15
722
$19.5K ﹤0.01%
259
-9
723
$19.4K ﹤0.01%
1,026
724
$19.3K ﹤0.01%
260
+60
725
$19.2K ﹤0.01%
453
-44
27 28
29
30 31