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
951
$8.93K ﹤0.01%
30
+8
952
$8.92K ﹤0.01%
155
+128
953
$8.92K ﹤0.01%
105
+26
954
$8.89K ﹤0.01%
127
-1
955
$8.86K ﹤0.01%
313
-12
956
$8.85K ﹤0.01%
300
+5
957
$8.77K ﹤0.01%
3,100
958
$8.74K ﹤0.01%
+185
959
$8.69K ﹤0.01%
5,020
+5,000
960
$8.63K ﹤0.01%
296
+222
961
$8.53K ﹤0.01%
44
-1
962
$8.51K ﹤0.01%
41
-4
963
$8.5K ﹤0.01%
570
+382
964
$8.49K ﹤0.01%
194
+29
965
$8.47K ﹤0.01%
466
-22
966
$8.41K ﹤0.01%
554
-49
967
$8.41K ﹤0.01%
282
+196
968
$8.41K ﹤0.01%
366
-75
969
$8.4K ﹤0.01%
250
970
$8.31K ﹤0.01%
254
+252
971
$8.3K ﹤0.01%
136
-129
972
$8.27K ﹤0.01%
94
-61
973
$8.25K ﹤0.01%
136
+70
974
$8.22K ﹤0.01%
+894
975
$8.05K ﹤0.01%
5,000
37 38
39
40 41