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
901
$12.5K ﹤0.01%
1,780
+1,013
902
$12.5K ﹤0.01%
38
903
$12.5K ﹤0.01%
42
+15
904
$12.5K ﹤0.01%
64
+51
905
$12.5K ﹤0.01%
104
+4
906
$12.4K ﹤0.01%
724
-71
907
$12.4K ﹤0.01%
635
-73
908
$12.4K ﹤0.01%
239
+5
909
$12.4K ﹤0.01%
743
+116
910
$12.4K ﹤0.01%
51
+7
911
$12.4K ﹤0.01%
115
-21
912
$12.4K ﹤0.01%
89
-109
913
$12.3K ﹤0.01%
125
+1
914
$12.3K ﹤0.01%
254
-4
915
$12.2K ﹤0.01%
117
916
$12.2K ﹤0.01%
257
+164
917
$12.2K ﹤0.01%
542
918
$12.1K ﹤0.01%
500
919
$12.1K ﹤0.01%
1,083
+72
920
$12.1K ﹤0.01%
682
-376
921
$12K ﹤0.01%
745
+281
922
$12K ﹤0.01%
209
+1
923
$12K ﹤0.01%
185
+174
924
$11.9K ﹤0.01%
50
+3
925
$11.9K ﹤0.01%
471
+131
35 36
37
38 39