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
1001
$9.26K ﹤0.01%
+220
1002
$9.22K ﹤0.01%
49
1003
$9.2K ﹤0.01%
2,347
-146
1004
$9.2K ﹤0.01%
298
+28
1005
$8.93K ﹤0.01%
171
-6
1006
$8.91K ﹤0.01%
300
1007
$8.9K ﹤0.01%
128
+1
1008
$8.88K ﹤0.01%
35
+2
1009
$8.77K ﹤0.01%
283
-31
1010
$8.77K ﹤0.01%
472
+17
1011
$8.72K ﹤0.01%
343
+334
1012
$8.72K ﹤0.01%
694
1013
$8.71K ﹤0.01%
492
-87
1014
$8.7K ﹤0.01%
32
+26
1015
$8.54K ﹤0.01%
50
1016
$8.53K ﹤0.01%
86
-55
1017
$8.53K ﹤0.01%
600
1018
$8.49K ﹤0.01%
88
-6
1019
$8.47K ﹤0.01%
331
-374
1020
$8.46K ﹤0.01%
145
-1
1021
$8.44K ﹤0.01%
+125
1022
$8.44K ﹤0.01%
23
-57
1023
$8.42K ﹤0.01%
74
1024
$8.38K ﹤0.01%
135
+107
1025
$8.38K ﹤0.01%
381
39 40
41
42 43