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
551
$36.7K 0.01%
510
+5
552
$36.7K 0.01%
104
-11
553
$36.5K 0.01%
3,000
-500
554
$36K 0.01%
615
555
$36K 0.01%
2,586
-176
556
$35.8K 0.01%
375
+60
557
$35.7K 0.01%
392
+77
558
$35.7K 0.01%
1,051
-4
559
$35.7K 0.01%
1,407
+656
560
$35.6K 0.01%
226
+188
561
$35.4K 0.01%
167
-24
562
$35.4K 0.01%
377
+94
563
$35.3K 0.01%
967
564
$35.2K 0.01%
206
-24
565
$35.1K 0.01%
4,293
+778
566
$35.1K 0.01%
314
-300
567
$35K 0.01%
1,075
568
$35K 0.01%
195
+5
569
$35K 0.01%
2,808
-16
570
$34.9K 0.01%
1,059
-66
571
$34.8K 0.01%
3,992
-534
572
$34.8K 0.01%
495
+164
573
$34.5K 0.01%
1,606
-11
574
$34.5K 0.01%
328
+58
575
$34.4K 0.01%
155
21 22
23
24 25