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
1526
$124 ﹤0.01%
+1
1527
$124 ﹤0.01%
+3
1528
$123 ﹤0.01%
2
-59
1529
$122 ﹤0.01%
71
1530
$113 ﹤0.01%
+1
1531
$107 ﹤0.01%
5
1532
$106 ﹤0.01%
+2
1533
$103 ﹤0.01%
+2
1534
$102 ﹤0.01%
+1
1535
$102 ﹤0.01%
+13
1536
$101 ﹤0.01%
95
1537
$99 ﹤0.01%
2
1538
$97 ﹤0.01%
1
1539
$95 ﹤0.01%
5
1540
$95 ﹤0.01%
100
1541
$94 ﹤0.01%
+7
1542
$94 ﹤0.01%
+2
1543
$90 ﹤0.01%
7
1544
$86 ﹤0.01%
+3
1545
$85 ﹤0.01%
+1
1546
$85 ﹤0.01%
1
1547
$80 ﹤0.01%
1,000
1548
$80 ﹤0.01%
+1
1549
$80 ﹤0.01%
+5
1550
$69 ﹤0.01%
1
60 61
62
63 64