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
876
$13.7K ﹤0.01%
378
+187
877
$13.6K ﹤0.01%
513
-38
878
$13.6K ﹤0.01%
183
-37
879
$13.6K ﹤0.01%
221
+30
880
$13.6K ﹤0.01%
356
-150
881
$13.6K ﹤0.01%
1,386
+221
882
$13.5K ﹤0.01%
1,647
-174
883
$13.5K ﹤0.01%
261
+1
884
$13.5K ﹤0.01%
74
-165
885
$13.3K ﹤0.01%
1,367
-939
886
$13.1K ﹤0.01%
434
-174
887
$13.1K ﹤0.01%
365
+19
888
$13.1K ﹤0.01%
199
889
$13K ﹤0.01%
331
+304
890
$13K ﹤0.01%
513
+122
891
$12.9K ﹤0.01%
59
892
$12.8K ﹤0.01%
220
-289
893
$12.8K ﹤0.01%
448
-8
894
$12.8K ﹤0.01%
100
-307
895
$12.7K ﹤0.01%
449
-6
896
$12.7K ﹤0.01%
262
-153
897
$12.7K ﹤0.01%
30
898
$12.6K ﹤0.01%
210
+98
899
$12.6K ﹤0.01%
247
900
$12.6K ﹤0.01%
399
-917
34 35
36
37 38