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
651
$26.6K 0.01%
302
-20
652
$26.6K 0.01%
717
+350
653
$26.5K 0.01%
61
+18
654
$26.3K 0.01%
115
+12
655
$26.3K 0.01%
170
-19
656
$26.2K 0.01%
939
-88
657
$26.2K 0.01%
405
+56
658
$26.1K ﹤0.01%
355
-314
659
$26.1K ﹤0.01%
200
-9
660
$26K ﹤0.01%
336
-43
661
$26K ﹤0.01%
663
+80
662
$25.9K ﹤0.01%
1,179
-268
663
$25.8K ﹤0.01%
1,090
+18
664
$25.8K ﹤0.01%
2,200
665
$25.6K ﹤0.01%
309
-186
666
$25.5K ﹤0.01%
366
667
$25.5K ﹤0.01%
1,321
-218
668
$25.4K ﹤0.01%
173
-2
669
$25.3K ﹤0.01%
214
670
$25.1K ﹤0.01%
385
+14
671
$25K ﹤0.01%
250
672
$24.9K ﹤0.01%
1,086
+258
673
$24.8K ﹤0.01%
71
-3
674
$24.8K ﹤0.01%
564
+61
675
$24.7K ﹤0.01%
259
+45
25 26
27
28 29