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
1376
$726 ﹤0.01%
+20
1377
$723 ﹤0.01%
43
-2
1378
$722 ﹤0.01%
9
-19
1379
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+12
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$710 ﹤0.01%
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$698 ﹤0.01%
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+1
1382
$694 ﹤0.01%
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$672 ﹤0.01%
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$670 ﹤0.01%
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$638 ﹤0.01%
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1390
$630 ﹤0.01%
100
1391
$629 ﹤0.01%
+103
1392
$620 ﹤0.01%
+108
1393
$620 ﹤0.01%
4
-20
1394
$614 ﹤0.01%
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$607 ﹤0.01%
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$584 ﹤0.01%
+11
1397
$575 ﹤0.01%
+4
1398
$567 ﹤0.01%
+12
1399
$567 ﹤0.01%
+14
1400
$554 ﹤0.01%
26
-1
54 55
56
57 58