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
801
$15.2K ﹤0.01%
67
-5
802
$15.1K ﹤0.01%
174
+4
803
$15.1K ﹤0.01%
314
+14
804
$15K ﹤0.01%
119
-152
805
$14.9K ﹤0.01%
828
+70
806
$14.9K ﹤0.01%
313
+37
807
$14.9K ﹤0.01%
133
808
$14.8K ﹤0.01%
288
+182
809
$14.6K ﹤0.01%
209
-7
810
$14.6K ﹤0.01%
18
-5
811
$14.6K ﹤0.01%
100
812
$14.6K ﹤0.01%
841
+675
813
$14.6K ﹤0.01%
362
-91
814
$14.5K ﹤0.01%
236
815
$14.5K ﹤0.01%
182
+6
816
$14.5K ﹤0.01%
336
-98
817
$14.4K ﹤0.01%
822
+629
818
$14.4K ﹤0.01%
110
+100
819
$14.3K ﹤0.01%
750
+525
820
$14.2K ﹤0.01%
142
-42
821
$14.1K ﹤0.01%
500
822
$14.1K ﹤0.01%
283
-60
823
$13.8K ﹤0.01%
300
824
$13.7K ﹤0.01%
144
+2
825
$13.7K ﹤0.01%
127
-18
31 32
33
34 35