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
726
$21.9K ﹤0.01%
2,074
+47
727
$21.8K ﹤0.01%
254
+71
728
$21.7K ﹤0.01%
38
-5
729
$21.6K ﹤0.01%
3,455
-430
730
$21.6K ﹤0.01%
2,664
+1,188
731
$21.5K ﹤0.01%
325
732
$21.5K ﹤0.01%
554
+34
733
$21.5K ﹤0.01%
11
-1
734
$21.4K ﹤0.01%
1,160
735
$21.4K ﹤0.01%
526
-233
736
$21.4K ﹤0.01%
1,503
737
$21.3K ﹤0.01%
589
-11
738
$21.3K ﹤0.01%
530
-20
739
$21.1K ﹤0.01%
766
740
$21.1K ﹤0.01%
3,195
+111
741
$21K ﹤0.01%
524
+52
742
$20.9K ﹤0.01%
+440
743
$20.9K ﹤0.01%
631
-197
744
$20.8K ﹤0.01%
268
+53
745
$20.8K ﹤0.01%
306
+31
746
$20.7K ﹤0.01%
436
-125
747
$20.7K ﹤0.01%
3,786
+1,714
748
$20.6K ﹤0.01%
422
+72
749
$20.6K ﹤0.01%
315
750
$20.5K ﹤0.01%
1,408
+343
28 29
30
31 32