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
976
$8.03K ﹤0.01%
1,053
977
$8.01K ﹤0.01%
159
-13
978
$7.99K ﹤0.01%
31
-10
979
$7.94K ﹤0.01%
506
-178
980
$7.89K ﹤0.01%
105
981
$7.87K ﹤0.01%
204
+9
982
$7.84K ﹤0.01%
584
983
$7.83K ﹤0.01%
868
-39
984
$7.7K ﹤0.01%
54
-1
985
$7.63K ﹤0.01%
103
-4
986
$7.62K ﹤0.01%
633
987
$7.61K ﹤0.01%
30
+20
988
$7.54K ﹤0.01%
100
-43
989
$7.53K ﹤0.01%
110
-21
990
$7.39K ﹤0.01%
19
-2
991
$7.35K ﹤0.01%
236
+89
992
$7.31K ﹤0.01%
700
993
$7.3K ﹤0.01%
102
994
$7.15K ﹤0.01%
+158
995
$7.13K ﹤0.01%
278
+177
996
$7.11K ﹤0.01%
91
-41
997
$7K ﹤0.01%
287
-33
998
$6.99K ﹤0.01%
49
+13
999
$6.99K ﹤0.01%
300
1000
$6.96K ﹤0.01%
291
38 39
40
41 42