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
901
$10.7K ﹤0.01%
132
902
$10.6K ﹤0.01%
227
-147
903
$10.6K ﹤0.01%
235
+181
904
$10.6K ﹤0.01%
1,384
-1,017
905
$10.6K ﹤0.01%
390
-370
906
$10.6K ﹤0.01%
600
907
$10.5K ﹤0.01%
97
+2
908
$10.4K ﹤0.01%
1,004
-174
909
$10.4K ﹤0.01%
410
910
$10.3K ﹤0.01%
100
911
$10.3K ﹤0.01%
297
+55
912
$10.2K ﹤0.01%
160
-1
913
$10.2K ﹤0.01%
189
-41
914
$10.2K ﹤0.01%
538
-649
915
$10.2K ﹤0.01%
722
+304
916
$10.2K ﹤0.01%
1,641
+40
917
$10.2K ﹤0.01%
106
+71
918
$10.1K ﹤0.01%
107
+100
919
$10.1K ﹤0.01%
261
+172
920
$10.1K ﹤0.01%
253
-415
921
$10.1K ﹤0.01%
287
-32
922
$10.1K ﹤0.01%
72
+18
923
$10.1K ﹤0.01%
76
924
$10K ﹤0.01%
331
-4
925
$10K ﹤0.01%
212
35 36
37
38 39