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
201
$216K 0.04%
5,621
-1
202
$216K 0.04%
1,641
-93
203
$215K 0.04%
18,163
+12,441
204
$215K 0.04%
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205
$214K 0.04%
4,672
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206
$213K 0.04%
10,194
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207
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208
$209K 0.04%
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209
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210
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211
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212
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213
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214
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215
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216
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220
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830
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221
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222
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792
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223
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728
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224
$186K 0.04%
3,812
225
$184K 0.04%
2,375
-188
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