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
726
$19.2K ﹤0.01%
+223
727
$19.2K ﹤0.01%
392
+254
728
$19.2K ﹤0.01%
961
+11
729
$19.1K ﹤0.01%
1,722
+1,176
730
$19.1K ﹤0.01%
161
-35
731
$19K ﹤0.01%
117
-3
732
$19K ﹤0.01%
30
733
$18.9K ﹤0.01%
375
-7
734
$18.9K ﹤0.01%
1,218
+202
735
$18.9K ﹤0.01%
306
-27
736
$18.8K ﹤0.01%
487
+393
737
$18.8K ﹤0.01%
243
+75
738
$18.7K ﹤0.01%
941
+102
739
$18.7K ﹤0.01%
106
-14
740
$18.6K ﹤0.01%
925
+859
741
$18.5K ﹤0.01%
149
-49
742
$18.5K ﹤0.01%
2,011
-60
743
$18.4K ﹤0.01%
407
-63
744
$18.3K ﹤0.01%
184
+108
745
$18.3K ﹤0.01%
95
+7
746
$18.3K ﹤0.01%
494
-219
747
$18.3K ﹤0.01%
600
+73
748
$18.1K ﹤0.01%
427
+35
749
$18.1K ﹤0.01%
3,303
750
$18K ﹤0.01%
+400
28 29
30
31 32