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
801
$17.4K ﹤0.01%
119
-158
802
$17.3K ﹤0.01%
730
-25
803
$17.2K ﹤0.01%
721
-257
804
$17K ﹤0.01%
100
805
$17K ﹤0.01%
159
+14
806
$17K ﹤0.01%
2,128
+789
807
$17K ﹤0.01%
200
808
$17K ﹤0.01%
174
+20
809
$16.7K ﹤0.01%
167
-54
810
$16.6K ﹤0.01%
97
811
$16.6K ﹤0.01%
1,019
812
$16.5K ﹤0.01%
241
-3
813
$16.5K ﹤0.01%
565
-1,285
814
$16.5K ﹤0.01%
218
+43
815
$16.5K ﹤0.01%
83
+9
816
$16.3K ﹤0.01%
545
+52
817
$16.2K ﹤0.01%
135
+109
818
$16.2K ﹤0.01%
1,131
+249
819
$16.1K ﹤0.01%
231
+6
820
$16K ﹤0.01%
46
-3
821
$16K ﹤0.01%
1,056
+132
822
$15.9K ﹤0.01%
236
823
$15.9K ﹤0.01%
8,600
824
$15.9K ﹤0.01%
1,032
-106
825
$15.8K ﹤0.01%
75
31 32
33
34 35