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
476
$48.7K 0.01%
447
477
$48.6K 0.01%
672
+124
478
$48.5K 0.01%
2,650
+200
479
$48.4K 0.01%
5,050
480
$48.3K 0.01%
3,251
+424
481
$48.2K 0.01%
3,880
+974
482
$47.8K 0.01%
347
+9
483
$47.7K 0.01%
1,095
+16
484
$47.7K 0.01%
5,198
-675
485
$47.6K 0.01%
500
486
$47.4K 0.01%
348
487
$47K 0.01%
870
-2
488
$46.7K 0.01%
8,000
489
$46.5K 0.01%
1,436
490
$46.3K 0.01%
312
-1
491
$46.2K 0.01%
536
+130
492
$45.8K 0.01%
1,910
-741
493
$45.6K 0.01%
3,064
+103
494
$45.3K 0.01%
157
+155
495
$45.2K 0.01%
1,037
-291
496
$45.1K 0.01%
319
+17
497
$45.1K 0.01%
534
-38
498
$45K 0.01%
394
499
$44.9K 0.01%
135
+35
500
$44.7K 0.01%
215
-11
18 19
20
21 22