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
701
$23.5K ﹤0.01%
3,249
-14,914
702
$23.5K ﹤0.01%
645
-351
703
$23.5K ﹤0.01%
827
+34
704
$23.5K ﹤0.01%
1,194
+442
705
$23.4K ﹤0.01%
1,730
+394
706
$23.4K ﹤0.01%
268
707
$23.3K ﹤0.01%
148
-53
708
$23.2K ﹤0.01%
1,008
+363
709
$23.1K ﹤0.01%
1,188
710
$23K ﹤0.01%
701
+225
711
$22.9K ﹤0.01%
546
+183
712
$22.7K ﹤0.01%
500
713
$22.7K ﹤0.01%
570
714
$22.6K ﹤0.01%
237
+34
715
$22.6K ﹤0.01%
302
-207
716
$22.5K ﹤0.01%
+591
717
$22.4K ﹤0.01%
629
718
$22.4K ﹤0.01%
175
-45
719
$22.3K ﹤0.01%
96
-100
720
$22.3K ﹤0.01%
715
+1
721
$22.2K ﹤0.01%
424
+145
722
$22.2K ﹤0.01%
263
-12
723
$22.2K ﹤0.01%
2,924
+310
724
$22K ﹤0.01%
428
-76
725
$22K ﹤0.01%
1,470
+975
27 28
29
30 31