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
1226
$1.99K ﹤0.01%
14
-1
1227
$1.98K ﹤0.01%
67
1228
$1.97K ﹤0.01%
+17
1229
$1.95K ﹤0.01%
52
1230
$1.95K ﹤0.01%
23
+8
1231
$1.95K ﹤0.01%
27
+6
1232
$1.93K ﹤0.01%
370
-2
1233
$1.93K ﹤0.01%
206
+203
1234
$1.88K ﹤0.01%
+27
1235
$1.87K ﹤0.01%
+261
1236
$1.85K ﹤0.01%
33
-15
1237
$1.84K ﹤0.01%
434
1238
$1.84K ﹤0.01%
+19
1239
$1.83K ﹤0.01%
66
-35
1240
$1.82K ﹤0.01%
18
1241
$1.81K ﹤0.01%
79
-14
1242
$1.8K ﹤0.01%
150
1243
$1.78K ﹤0.01%
79
-27
1244
$1.78K ﹤0.01%
49
-28
1245
$1.77K ﹤0.01%
2
1246
$1.74K ﹤0.01%
+22
1247
$1.74K ﹤0.01%
+107
1248
$1.72K ﹤0.01%
6
-6
1249
$1.71K ﹤0.01%
7
1250
$1.71K ﹤0.01%
+22
48 49
50
51 52