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
526
$40.5K 0.01%
518
+91
527
$40.5K 0.01%
339
-409
528
$40.1K 0.01%
2,414
+113
529
$40K 0.01%
400
530
$39.9K 0.01%
809
+102
531
$39.8K 0.01%
367
+87
532
$39.8K 0.01%
5,000
533
$39.7K 0.01%
776
534
$39.7K 0.01%
730
+71
535
$39.6K 0.01%
1,414
+293
536
$38.9K 0.01%
2,684
-339
537
$38.8K 0.01%
591
+182
538
$38.6K 0.01%
1,987
+189
539
$38.3K 0.01%
3,051
-198
540
$38.1K 0.01%
3,021
+384
541
$38.1K 0.01%
665
+231
542
$38.1K 0.01%
167
+25
543
$37.9K 0.01%
248
-22
544
$37.7K 0.01%
297
545
$37.7K 0.01%
384
-40
546
$37.6K 0.01%
120
+17
547
$37.4K 0.01%
2,129
548
$37.4K 0.01%
1,078
-54
549
$37.2K 0.01%
987
+12
550
$36.9K 0.01%
134
+33
20 21
22
23 24