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
176
$254K 0.05%
4,859
-351
177
$253K 0.05%
5,696
-252
178
$251K 0.05%
3,532
-25
179
$250K 0.05%
7,132
+1,284
180
$248K 0.05%
610
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181
$243K 0.05%
3,946
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182
$242K 0.05%
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183
$239K 0.05%
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184
$233K 0.05%
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-18
185
$232K 0.05%
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186
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187
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188
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189
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190
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191
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194
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195
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197
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198
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429
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199
$217K 0.04%
8,600
200
$216K 0.04%
4,047
-1,340
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