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
601
$32K 0.01%
101
-5
602
$31.7K 0.01%
624
+225
603
$31.7K 0.01%
121
-18
604
$31.5K 0.01%
214
-28
605
$31.1K 0.01%
408
606
$31.1K 0.01%
304
+72
607
$30.9K 0.01%
532
+12
608
$30.8K 0.01%
150
-76
609
$30.7K 0.01%
551
+34
610
$30.6K 0.01%
408
-357
611
$30.5K 0.01%
8
612
$30.4K 0.01%
320
+75
613
$30.2K 0.01%
367
+4
614
$30.2K 0.01%
1,466
-354
615
$30.2K 0.01%
453
+92
616
$29.7K 0.01%
1,047
+406
617
$29.7K 0.01%
1,500
618
$29.6K 0.01%
44
619
$29.6K 0.01%
80
+1
620
$29.5K 0.01%
390
+150
621
$29.4K 0.01%
215
-10
622
$28.9K 0.01%
4,000
623
$28.9K 0.01%
500
624
$28.8K 0.01%
525
-345
625
$28.7K 0.01%
310
+161
23 24
25
26 27