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
976
$10.2K ﹤0.01%
230
-17
977
$10.1K ﹤0.01%
113
+2
978
$10.1K ﹤0.01%
51
-2
979
$10K ﹤0.01%
1,578
+130
980
$9.98K ﹤0.01%
704
981
$9.97K ﹤0.01%
199
-137
982
$9.91K ﹤0.01%
441
-192
983
$9.9K ﹤0.01%
320
-1
984
$9.87K ﹤0.01%
1,592
+438
985
$9.85K ﹤0.01%
448
-16
986
$9.85K ﹤0.01%
222
+10
987
$9.8K ﹤0.01%
36
-23
988
$9.78K ﹤0.01%
410
989
$9.73K ﹤0.01%
300
990
$9.7K ﹤0.01%
212
991
$9.67K ﹤0.01%
587
-295
992
$9.57K ﹤0.01%
76
993
$9.46K ﹤0.01%
616
+378
994
$9.45K ﹤0.01%
160
+23
995
$9.42K ﹤0.01%
132
996
$9.38K ﹤0.01%
297
-31
997
$9.37K ﹤0.01%
197
998
$9.31K ﹤0.01%
272
+12
999
$9.3K ﹤0.01%
736
-65
1000
$9.29K ﹤0.01%
58
+1
38 39
40
41 42