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
951
$10.8K ﹤0.01%
100
952
$10.7K ﹤0.01%
98
-47
953
$10.7K ﹤0.01%
500
954
$10.7K ﹤0.01%
1,945
-783
955
$10.7K ﹤0.01%
131
+27
956
$10.7K ﹤0.01%
107
957
$10.6K ﹤0.01%
138
+104
958
$10.6K ﹤0.01%
402
-1
959
$10.6K ﹤0.01%
400
960
$10.6K ﹤0.01%
235
+17
961
$10.6K ﹤0.01%
249
962
$10.5K ﹤0.01%
500
963
$10.5K ﹤0.01%
2,001
+1,999
964
$10.5K ﹤0.01%
939
+95
965
$10.5K ﹤0.01%
156
966
$10.4K ﹤0.01%
210
+208
967
$10.4K ﹤0.01%
43
+1
968
$10.4K ﹤0.01%
1,164
-245
969
$10.4K ﹤0.01%
80
-12
970
$10.4K ﹤0.01%
201
+1
971
$10.3K ﹤0.01%
516
972
$10.3K ﹤0.01%
1,725
+43
973
$10.3K ﹤0.01%
310
+19
974
$10.2K ﹤0.01%
130
-122
975
$10.2K ﹤0.01%
217
+80
37 38
39
40 41