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
826
$15.8K ﹤0.01%
218
-242
827
$15.7K ﹤0.01%
171
+69
828
$15.7K ﹤0.01%
1,347
-385
829
$15.6K ﹤0.01%
234
-16
830
$15.6K ﹤0.01%
914
+480
831
$15.5K ﹤0.01%
327
+7
832
$15.5K ﹤0.01%
1,477
+179
833
$15.5K ﹤0.01%
416
834
$15.4K ﹤0.01%
400
835
$15.3K ﹤0.01%
401
-3
836
$15.3K ﹤0.01%
238
+6
837
$15.3K ﹤0.01%
668
+142
838
$15.2K ﹤0.01%
242
-97
839
$15.2K ﹤0.01%
223
+152
840
$15.1K ﹤0.01%
171
+42
841
$15.1K ﹤0.01%
+556
842
$15K ﹤0.01%
22
843
$14.9K ﹤0.01%
300
-87
844
$14.9K ﹤0.01%
330
-75
845
$14.9K ﹤0.01%
90
-1
846
$14.9K ﹤0.01%
119
-8
847
$14.9K ﹤0.01%
592
+569
848
$14.8K ﹤0.01%
372
-125
849
$14.8K ﹤0.01%
747
-40
850
$14.8K ﹤0.01%
86
-7
32 33
34
35 36