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
501
$44.3K 0.01%
698
-223
502
$44.2K 0.01%
514
+42
503
$43.8K 0.01%
1,325
-188
504
$43.7K 0.01%
393
+87
505
$43.5K 0.01%
2,675
+429
506
$43.5K 0.01%
1,112
+22
507
$43.4K 0.01%
814
-41
508
$43.3K 0.01%
831
-48
509
$43.2K 0.01%
1,020
+123
510
$42.6K 0.01%
2,910
-2,367
511
$42.5K 0.01%
1,360
-249
512
$42.1K 0.01%
560
+113
513
$42K 0.01%
1,827
514
$41.8K 0.01%
460
-4
515
$41.6K 0.01%
528
+21
516
$41.5K 0.01%
1,170
+2
517
$41.4K 0.01%
2,685
+102
518
$41.2K 0.01%
839
+248
519
$41.1K 0.01%
1,423
+301
520
$41K 0.01%
570
521
$41K 0.01%
314
+12
522
$40.8K 0.01%
1,090
+24
523
$40.6K 0.01%
555
-49
524
$40.6K 0.01%
760
-114
525
$40.6K 0.01%
5,000
19 20
21
22 23