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
1026
$8.34K ﹤0.01%
36
-73
1027
$8.33K ﹤0.01%
90
-23
1028
$8.29K ﹤0.01%
342
+144
1029
$8.25K ﹤0.01%
108
+79
1030
$8.22K ﹤0.01%
84
-6
1031
$8.2K ﹤0.01%
129
-6
1032
$8.1K ﹤0.01%
44
+12
1033
$8.09K ﹤0.01%
3,100
1034
$8.08K ﹤0.01%
191
-327
1035
$8.03K ﹤0.01%
141
+6
1036
$8K ﹤0.01%
67
-217
1037
$7.98K ﹤0.01%
117
1038
$7.98K ﹤0.01%
36
-18
1039
$7.96K ﹤0.01%
584
1040
$7.96K ﹤0.01%
99
+3
1041
$7.95K ﹤0.01%
38
+12
1042
$7.92K ﹤0.01%
408
-23
1043
$7.9K ﹤0.01%
68
+18
1044
$7.85K ﹤0.01%
+296
1045
$7.81K ﹤0.01%
261
+79
1046
$7.78K ﹤0.01%
46
+7
1047
$7.74K ﹤0.01%
21
-4
1048
$7.72K ﹤0.01%
765
+495
1049
$7.71K ﹤0.01%
365
+155
1050
$7.7K ﹤0.01%
181
-32
40 41
42
43 44