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
826
$13.6K ﹤0.01%
400
827
$13.5K ﹤0.01%
297
+115
828
$13.5K ﹤0.01%
176
829
$13.5K ﹤0.01%
514
+170
830
$13.4K ﹤0.01%
97
-116
831
$13.3K ﹤0.01%
84
+51
832
$13.3K ﹤0.01%
225
-103
833
$13.2K ﹤0.01%
56
834
$13.2K ﹤0.01%
409
-341
835
$13.2K ﹤0.01%
254
+2
836
$13.2K ﹤0.01%
281
+195
837
$13.2K ﹤0.01%
133
+14
838
$13.2K ﹤0.01%
26
-53
839
$13.1K ﹤0.01%
204
+38
840
$13K ﹤0.01%
199
-155
841
$13K ﹤0.01%
4,000
842
$12.9K ﹤0.01%
59
843
$12.8K ﹤0.01%
247
844
$12.8K ﹤0.01%
91
+1
845
$12.7K ﹤0.01%
30
-1
846
$12.7K ﹤0.01%
44
-12
847
$12.6K ﹤0.01%
373
+176
848
$12.6K ﹤0.01%
156
+55
849
$12.5K ﹤0.01%
1,469
+892
850
$12.5K ﹤0.01%
542
32 33
34
35 36