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
276
$128K 0.02%
4,518
277
$127K 0.02%
3,000
-18
278
$126K 0.02%
1,139
-51
279
$126K 0.02%
315
-36
280
$124K 0.02%
400
281
$123K 0.02%
617
-252
282
$123K 0.02%
3,335
-792
283
$123K 0.02%
4,918
-153
284
$122K 0.02%
708
+299
285
$122K 0.02%
273
-41
286
$120K 0.02%
5,999
287
$119K 0.02%
466
+4
288
$117K 0.02%
2,300
289
$117K 0.02%
1,525
290
$117K 0.02%
1,283
-72
291
$115K 0.02%
7,431
+403
292
$115K 0.02%
1,808
+394
293
$115K 0.02%
11,131
+1,538
294
$113K 0.02%
549
-14
295
$112K 0.02%
1,394
-606
296
$112K 0.02%
2,887
-96
297
$112K 0.02%
203
-30
298
$111K 0.02%
949
+22
299
$111K 0.02%
239
-58
300
$111K 0.02%
1,188
+79
10 11
12
13 14