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
751
$18K ﹤0.01%
378
+98
752
$18K ﹤0.01%
1,585
-602
753
$17.8K ﹤0.01%
104
754
$17.8K ﹤0.01%
155
+65
755
$17.8K ﹤0.01%
300
756
$17.6K ﹤0.01%
500
757
$17.6K ﹤0.01%
1,533
-101
758
$17.6K ﹤0.01%
452
+42
759
$17.6K ﹤0.01%
78
+13
760
$17.5K ﹤0.01%
200
761
$17.4K ﹤0.01%
588
-36
762
$17.4K ﹤0.01%
+1,500
763
$17.4K ﹤0.01%
72
+44
764
$17.3K ﹤0.01%
66
765
$17.2K ﹤0.01%
129
+4
766
$17.2K ﹤0.01%
100
767
$17.2K ﹤0.01%
127
-131
768
$17.1K ﹤0.01%
517
+318
769
$17.1K ﹤0.01%
416
770
$17.1K ﹤0.01%
195
+38
771
$17K ﹤0.01%
471
+35
772
$17K ﹤0.01%
837
+230
773
$17K ﹤0.01%
150
+7
774
$16.9K ﹤0.01%
474
+30
775
$16.7K ﹤0.01%
113
+64
29 30
31
32 33