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
626
$28.6K 0.01%
903
-692
627
$28.6K 0.01%
576
-110
628
$28.1K 0.01%
687
+99
629
$28.1K 0.01%
209
-57
630
$28.1K 0.01%
281
-26
631
$28K 0.01%
4,236
+2,421
632
$28K 0.01%
2,084
-308
633
$28K 0.01%
1,921
634
$28K 0.01%
311
635
$27.9K 0.01%
210
-41
636
$27.9K 0.01%
711
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637
$27.8K 0.01%
841
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638
$27.8K 0.01%
2,166
639
$27.7K 0.01%
1,036
-29
640
$27.7K 0.01%
98
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641
$27.6K 0.01%
521
642
$27.5K 0.01%
1,111
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643
$27.5K 0.01%
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644
$27.1K 0.01%
1,633
645
$27K 0.01%
1,380
646
$26.9K 0.01%
3,385
647
$26.9K 0.01%
200
648
$26.8K 0.01%
333
+11
649
$26.6K 0.01%
422
650
$26.6K 0.01%
114
-200
24 25
26
27 28