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
1101
$4.04K ﹤0.01%
+26
1102
$3.99K ﹤0.01%
75
1103
$3.97K ﹤0.01%
88
+13
1104
$3.96K ﹤0.01%
+37
1105
$3.9K ﹤0.01%
88
-1
1106
$3.86K ﹤0.01%
+105
1107
$3.81K ﹤0.01%
204
+117
1108
$3.76K ﹤0.01%
75
-1
1109
$3.71K ﹤0.01%
178
+167
1110
$3.69K ﹤0.01%
36
+2
1111
$3.67K ﹤0.01%
+32
1112
$3.66K ﹤0.01%
+67
1113
$3.66K ﹤0.01%
+17
1114
$3.64K ﹤0.01%
19
-4
1115
$3.63K ﹤0.01%
200
1116
$3.57K ﹤0.01%
37
-38
1117
$3.56K ﹤0.01%
34
1118
$3.54K ﹤0.01%
+45
1119
$3.53K ﹤0.01%
16
+14
1120
$3.53K ﹤0.01%
+142
1121
$3.5K ﹤0.01%
173
+8
1122
$3.49K ﹤0.01%
70
-7
1123
$3.49K ﹤0.01%
227
-20
1124
$3.46K ﹤0.01%
66
-16
1125
$3.45K ﹤0.01%
54
43 44
45
46 47