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 14.93%
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
1601
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1602
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1603
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1604
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-4
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1612
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1613
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1614
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-5
1615
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0
1616
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1617
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1618
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1621
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1622
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1623
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-5,678
1624
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1625
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-7
63 64
65
66 67