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
1126
$3.44K ﹤0.01%
172
-14
1127
$3.44K ﹤0.01%
+25
1128
$3.4K ﹤0.01%
33
+8
1129
$3.37K ﹤0.01%
291
+41
1130
$3.33K ﹤0.01%
129
-13
1131
$3.33K ﹤0.01%
12
+5
1132
$3.31K ﹤0.01%
256
1133
$3.3K ﹤0.01%
23
+14
1134
$3.29K ﹤0.01%
225
+197
1135
$3.28K ﹤0.01%
307
1136
$3.27K ﹤0.01%
+82
1137
$3.26K ﹤0.01%
40
-68
1138
$3.23K ﹤0.01%
492
-26
1139
$3.15K ﹤0.01%
1
1140
$3.12K ﹤0.01%
48
-5
1141
$3.09K ﹤0.01%
17
+6
1142
$3.07K ﹤0.01%
32
1143
$3.07K ﹤0.01%
+17
1144
$3.05K ﹤0.01%
225
+1
1145
$3.05K ﹤0.01%
129
+99
1146
$3.04K ﹤0.01%
+44
1147
$3.04K ﹤0.01%
+16
1148
$3K ﹤0.01%
+14
1149
$3K ﹤0.01%
+284
1150
$2.95K ﹤0.01%
67
-10
44 45
46
47 48