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
576
$34.4K 0.01%
814
+32
577
$34.4K 0.01%
2,179
+1,395
578
$34.4K 0.01%
439
579
$34.1K 0.01%
392
-63
580
$34K 0.01%
372
-14
581
$33.9K 0.01%
339
-20
582
$33.8K 0.01%
54
+7
583
$33.8K 0.01%
189
+1
584
$33.7K 0.01%
502
585
$33.5K 0.01%
365
+113
586
$33.5K 0.01%
69
-4
587
$33.3K 0.01%
67
-10
588
$33.2K 0.01%
814
+13
589
$32.9K 0.01%
466
-24
590
$32.9K 0.01%
142
-6
591
$32.7K 0.01%
17
-3
592
$32.7K 0.01%
533
+7
593
$32.6K 0.01%
482
-23
594
$32.6K 0.01%
1,006
+337
595
$32.5K 0.01%
60
596
$32.3K 0.01%
554
+19
597
$32.3K 0.01%
5,509
+199
598
$32.3K 0.01%
943
+7
599
$32.2K 0.01%
822
-12
600
$32K 0.01%
847
+307
22 23
24
25 26