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
926
$9.99K ﹤0.01%
1,301
+704
927
$9.94K ﹤0.01%
536
-9
928
$9.89K ﹤0.01%
74
929
$9.87K ﹤0.01%
349
+13
930
$9.85K ﹤0.01%
676
+566
931
$9.85K ﹤0.01%
71
+54
932
$9.83K ﹤0.01%
694
933
$9.77K ﹤0.01%
1,100
934
$9.75K ﹤0.01%
353
-728
935
$9.74K ﹤0.01%
200
936
$9.68K ﹤0.01%
+387
937
$9.66K ﹤0.01%
+84
938
$9.65K ﹤0.01%
290
+196
939
$9.59K ﹤0.01%
350
+15
940
$9.51K ﹤0.01%
656
+25
941
$9.46K ﹤0.01%
701
-93
942
$9.42K ﹤0.01%
94
-57
943
$9.36K ﹤0.01%
197
944
$9.32K ﹤0.01%
385
-24
945
$9.3K ﹤0.01%
49
946
$9.27K ﹤0.01%
153
-170
947
$9.19K ﹤0.01%
482
+86
948
$9.07K ﹤0.01%
38
+3
949
$8.96K ﹤0.01%
50
950
$8.96K ﹤0.01%
516
36 37
38
39 40