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
751
$20.5K ﹤0.01%
113
+2
752
$20.5K ﹤0.01%
90
753
$20.5K ﹤0.01%
620
-981
754
$20.4K ﹤0.01%
464
+139
755
$20.2K ﹤0.01%
53
-35
756
$20.2K ﹤0.01%
428
-74
757
$20.1K ﹤0.01%
96
+14
758
$20.1K ﹤0.01%
441
+47
759
$20.1K ﹤0.01%
664
-201
760
$20K ﹤0.01%
101
-6
761
$19.9K ﹤0.01%
466
+47
762
$19.9K ﹤0.01%
119
-1
763
$19.9K ﹤0.01%
226
+29
764
$19.8K ﹤0.01%
360
+5
765
$19.8K ﹤0.01%
225
+10
766
$19.7K ﹤0.01%
351
-15
767
$19.7K ﹤0.01%
810
+627
768
$19.7K ﹤0.01%
444
-16
769
$19.6K ﹤0.01%
79
-12
770
$19.5K ﹤0.01%
94
+10
771
$19.4K ﹤0.01%
494
-38
772
$19.4K ﹤0.01%
245
-18
773
$19.3K ﹤0.01%
73
-10
774
$19.1K ﹤0.01%
534
-241
775
$19.1K ﹤0.01%
652
-914
29 30
31
32 33