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
26
$1.7M 0.32%
37,536
+567
27
$1.69M 0.32%
14,229
-146
28
$1.66M 0.31%
1,756
+33
29
$1.64M 0.31%
7,406
30
$1.6M 0.3%
7,651
-324
31
$1.6M 0.3%
4,555
+152
32
$1.5M 0.28%
6,133
-269
33
$1.45M 0.27%
51,109
-2,656
34
$1.43M 0.27%
18,099
+3,049
35
$1.41M 0.27%
55,730
+2,307
36
$1.4M 0.27%
2,636
+168
37
$1.35M 0.26%
55,649
-476
38
$1.29M 0.24%
11,722
-415
39
$1.27M 0.24%
14,039
+260
40
$1.26M 0.24%
17,528
+54
41
$1.25M 0.24%
5,017
-1,874
42
$1.23M 0.23%
15,014
-204
43
$1.23M 0.23%
20,419
-371
44
$1.2M 0.23%
55,677
+5,752
45
$1.19M 0.22%
33,052
+32
46
$1.18M 0.22%
22,384
+862
47
$1.16M 0.22%
16,312
+497
48
$1.15M 0.22%
4,689
-79
49
$1.12M 0.21%
6,755
+96
50
$1.11M 0.21%
15,435
-562
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