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
851
$12.5K ﹤0.01%
510
+387
852
$12.4K ﹤0.01%
29
+5
853
$12.4K ﹤0.01%
23
-99
854
$12.4K ﹤0.01%
823
+509
855
$12.4K ﹤0.01%
242
+36
856
$12.4K ﹤0.01%
323
+316
857
$12.4K ﹤0.01%
114
-4
858
$12.3K ﹤0.01%
369
+3
859
$12.2K ﹤0.01%
205
+1
860
$12K ﹤0.01%
124
861
$12K ﹤0.01%
70
-42
862
$12K ﹤0.01%
82
+3
863
$12K ﹤0.01%
299
+36
864
$11.9K ﹤0.01%
604
+56
865
$11.9K ﹤0.01%
267
+67
866
$11.8K ﹤0.01%
1,860
+303
867
$11.8K ﹤0.01%
108
868
$11.7K ﹤0.01%
143
-47
869
$11.7K ﹤0.01%
455
-26
870
$11.7K ﹤0.01%
21
-1
871
$11.7K ﹤0.01%
119
872
$11.7K ﹤0.01%
440
+9
873
$11.7K ﹤0.01%
506
-270
874
$11.6K ﹤0.01%
400
-15
875
$11.6K ﹤0.01%
161
+25
33 34
35
36 37