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
676
$24.7K ﹤0.01%
1,371
+42
677
$24.7K ﹤0.01%
+600
678
$24.6K ﹤0.01%
334
-125
679
$24.6K ﹤0.01%
912
+186
680
$24.6K ﹤0.01%
216
+14
681
$24.6K ﹤0.01%
425
+142
682
$24.6K ﹤0.01%
647
+506
683
$24.5K ﹤0.01%
2,981
-247
684
$24.5K ﹤0.01%
1,419
-155
685
$24.4K ﹤0.01%
2,100
+61
686
$24.3K ﹤0.01%
232
-38
687
$24.3K ﹤0.01%
1,657
+544
688
$24.3K ﹤0.01%
102
-2
689
$24.2K ﹤0.01%
241
+31
690
$24.2K ﹤0.01%
992
-57
691
$24.2K ﹤0.01%
41
+11
692
$24.1K ﹤0.01%
1,187
693
$24K ﹤0.01%
449
+180
694
$24K ﹤0.01%
1,955
-672
695
$23.9K ﹤0.01%
379
+35
696
$23.8K ﹤0.01%
708
+4
697
$23.8K ﹤0.01%
161
+28
698
$23.6K ﹤0.01%
212
699
$23.6K ﹤0.01%
229
+24
700
$23.6K ﹤0.01%
1,006
+24
26 27
28
29 30