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
1201
$2.22K ﹤0.01%
250
1202
$2.22K ﹤0.01%
193
-1,512
1203
$2.19K ﹤0.01%
205
1204
$2.19K ﹤0.01%
134
1205
$2.19K ﹤0.01%
+34
1206
$2.18K ﹤0.01%
688
1207
$2.16K ﹤0.01%
12
1208
$2.14K ﹤0.01%
57
1209
$2.13K ﹤0.01%
11
-27
1210
$2.13K ﹤0.01%
83
+65
1211
$2.12K ﹤0.01%
+12
1212
$2.1K ﹤0.01%
+29
1213
$2.09K ﹤0.01%
8
+2
1214
$2.09K ﹤0.01%
+308
1215
$2.09K ﹤0.01%
100
1216
$2.08K ﹤0.01%
27
-28
1217
$2.07K ﹤0.01%
122
1218
$2.07K ﹤0.01%
14
-63
1219
$2.06K ﹤0.01%
28
-68
1220
$2.04K ﹤0.01%
29
-35
1221
$2.04K ﹤0.01%
29
1222
$2.02K ﹤0.01%
40
+36
1223
$2.02K ﹤0.01%
28
+26
1224
$1.99K ﹤0.01%
23
-12
1225
$1.99K ﹤0.01%
31
-19
47 48
49
50 51