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
876
$11.6K ﹤0.01%
131
-10
877
$11.5K ﹤0.01%
2,530
878
$11.4K ﹤0.01%
68
+1
879
$11.3K ﹤0.01%
358
+25
880
$11.3K ﹤0.01%
457
+300
881
$11.3K ﹤0.01%
386
+195
882
$11.3K ﹤0.01%
+1,767
883
$11.3K ﹤0.01%
125
+51
884
$11.3K ﹤0.01%
198
-223
885
$11.2K ﹤0.01%
107
+78
886
$11.2K ﹤0.01%
196
-36
887
$11.1K ﹤0.01%
500
888
$11.1K ﹤0.01%
+185
889
$11K ﹤0.01%
291
-76
890
$11K ﹤0.01%
101
-4
891
$10.9K ﹤0.01%
1,540
892
$10.9K ﹤0.01%
943
+56
893
$10.9K ﹤0.01%
132
-4
894
$10.8K ﹤0.01%
249
895
$10.8K ﹤0.01%
134
+58
896
$10.8K ﹤0.01%
351
+59
897
$10.8K ﹤0.01%
+51
898
$10.8K ﹤0.01%
25
899
$10.7K ﹤0.01%
689
-53
900
$10.7K ﹤0.01%
1,737
+1,673
34 35
36
37 38