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
1351
$825 ﹤0.01%
47
1352
$820 ﹤0.01%
15
-6
1353
$815 ﹤0.01%
+6
1354
$812 ﹤0.01%
5
-6
1355
$805 ﹤0.01%
+83
1356
$800 ﹤0.01%
23
+15
1357
$798 ﹤0.01%
200
1358
$788 ﹤0.01%
19
+4
1359
$787 ﹤0.01%
27
+2
1360
$781 ﹤0.01%
2
1361
$769 ﹤0.01%
+34
1362
$764 ﹤0.01%
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1363
$756 ﹤0.01%
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-6
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$755 ﹤0.01%
11
-2
1365
$754 ﹤0.01%
213
1366
$752 ﹤0.01%
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1367
$746 ﹤0.01%
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1368
$745 ﹤0.01%
+25
1369
$742 ﹤0.01%
+40
1370
$737 ﹤0.01%
7
1371
$734 ﹤0.01%
200
1372
$734 ﹤0.01%
45
+13
1373
$733 ﹤0.01%
+47
1374
$730 ﹤0.01%
14
-119
1375
$730 ﹤0.01%
+88
53 54
55
56 57