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
851
$14.8K ﹤0.01%
194
-5
852
$14.7K ﹤0.01%
26
+11
853
$14.7K ﹤0.01%
139
-29
854
$14.6K ﹤0.01%
357
+283
855
$14.6K ﹤0.01%
12,700
856
$14.6K ﹤0.01%
927
857
$14.5K ﹤0.01%
175
-241
858
$14.5K ﹤0.01%
913
-328
859
$14.4K ﹤0.01%
110
+1
860
$14.4K ﹤0.01%
101
-1
861
$14.3K ﹤0.01%
54
+2
862
$14.3K ﹤0.01%
54
863
$14.3K ﹤0.01%
261
864
$14.3K ﹤0.01%
1,791
-247
865
$14.2K ﹤0.01%
533
+199
866
$14.2K ﹤0.01%
81
+20
867
$14.2K ﹤0.01%
546
-6
868
$14.1K ﹤0.01%
283
869
$14K ﹤0.01%
22
-7
870
$13.9K ﹤0.01%
375
+47
871
$13.8K ﹤0.01%
3,303
872
$13.8K ﹤0.01%
30
873
$13.8K ﹤0.01%
133
874
$13.7K ﹤0.01%
114
-26
875
$13.7K ﹤0.01%
176
33 34
35
36 37