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
926
$11.7K ﹤0.01%
104
-3
927
$11.7K ﹤0.01%
1,335
-183
928
$11.6K ﹤0.01%
878
-1,086
929
$11.5K ﹤0.01%
70
-525
930
$11.5K ﹤0.01%
108
931
$11.5K ﹤0.01%
69
+1
932
$11.5K ﹤0.01%
143
+22
933
$11.4K ﹤0.01%
319
-582
934
$11.4K ﹤0.01%
+1,200
935
$11.4K ﹤0.01%
138
+70
936
$11.4K ﹤0.01%
142
-87
937
$11.3K ﹤0.01%
84
-26
938
$11.3K ﹤0.01%
40
-3
939
$11.3K ﹤0.01%
416
+1
940
$11.2K ﹤0.01%
432
-37
941
$11.1K ﹤0.01%
431
+101
942
$11.1K ﹤0.01%
319
-73
943
$11.1K ﹤0.01%
59
944
$11K ﹤0.01%
227
-329
945
$11K ﹤0.01%
383
+32
946
$10.9K ﹤0.01%
124
947
$10.9K ﹤0.01%
184
-26
948
$10.9K ﹤0.01%
421
+62
949
$10.8K ﹤0.01%
231
-10
950
$10.8K ﹤0.01%
150
+62
36 37
38
39 40