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
1051
$7.63K ﹤0.01%
141
-188
1052
$7.61K ﹤0.01%
42
1053
$7.57K ﹤0.01%
82
1054
$7.56K ﹤0.01%
+184
1055
$7.56K ﹤0.01%
1,100
-81
1056
$7.55K ﹤0.01%
216
-292
1057
$7.52K ﹤0.01%
101
+84
1058
$7.5K ﹤0.01%
256
+43
1059
$7.47K ﹤0.01%
102
1060
$7.44K ﹤0.01%
346
+226
1061
$7.43K ﹤0.01%
15
+2
1062
$7.39K ﹤0.01%
105
1063
$7.33K ﹤0.01%
121
+35
1064
$7.33K ﹤0.01%
250
1065
$7.31K ﹤0.01%
336
+59
1066
$7.25K ﹤0.01%
47
-48
1067
$7.18K ﹤0.01%
2,000
-600
1068
$7.17K ﹤0.01%
130
-64
1069
$7.13K ﹤0.01%
140
+19
1070
$7.13K ﹤0.01%
39
-2
1071
$7.11K ﹤0.01%
326
+48
1072
$7.05K ﹤0.01%
1,116
+746
1073
$6.98K ﹤0.01%
883
+302
1074
$6.94K ﹤0.01%
114
1075
$6.92K ﹤0.01%
76
+14
41 42
43
44 45