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
$528M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,969
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$846K
3
+$777K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$647K
5
CVNA icon
Carvana
CVNA
+$513K

Top Sells

1
+$1.42M
2
+$778K
3
+$580K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$523K
5
IBM icon
IBM
IBM
+$466K

Sector Composition

1 Consumer Staples 41.16%
2 Industrials 12.73%
3 Communication Services 7.13%
4 Technology 6.87%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$154K 0.03%
1,063
-285
252
$153K 0.03%
4,395
+1,550
253
$153K 0.03%
2,164
+43
254
$153K 0.03%
3,460
255
$152K 0.03%
2,390
-114
256
$151K 0.03%
1,796
+108
257
$148K 0.03%
6,734
+1,779
258
$148K 0.03%
15,000
259
$144K 0.03%
12,881
+602
260
$144K 0.03%
1,464
-76
261
$141K 0.03%
882
-92
262
$141K 0.03%
7,013
-750
263
$140K 0.03%
2,148
-49
264
$137K 0.03%
795
+18
265
$135K 0.03%
5,333
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266
$133K 0.03%
800
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267
$133K 0.03%
1,804
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268
$132K 0.03%
1,068
+26
269
$132K 0.03%
995
+117
270
$131K 0.02%
595
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271
$131K 0.02%
1,257
-1
272
$131K 0.02%
1,488
-69
273
$130K 0.02%
303
-150
274
$129K 0.02%
8,698
+3,008
275
$129K 0.02%
915
+100
9 10
11
12 13