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
1076
$6.88K ﹤0.01%
433
-36
1077
$6.87K ﹤0.01%
291
1078
$6.85K ﹤0.01%
134
+106
1079
$6.82K ﹤0.01%
633
1080
$6.79K ﹤0.01%
53
-1
1081
$6.79K ﹤0.01%
37
-36
1082
$6.78K ﹤0.01%
700
1083
$6.73K ﹤0.01%
77
1084
$6.73K ﹤0.01%
195
+136
1085
$6.67K ﹤0.01%
332
+202
1086
$6.66K ﹤0.01%
812
+101
1087
$6.65K ﹤0.01%
+601
1088
$6.64K ﹤0.01%
53
-22
1089
$6.6K ﹤0.01%
100
-100
1090
$6.6K ﹤0.01%
2,530
1091
$6.6K ﹤0.01%
18
-8
1092
$6.59K ﹤0.01%
20
1093
$6.55K ﹤0.01%
86
-7
1094
$6.54K ﹤0.01%
461
+170
1095
$6.54K ﹤0.01%
29
1096
$6.53K ﹤0.01%
385
+2
1097
$6.53K ﹤0.01%
500
1098
$6.5K ﹤0.01%
148
-2
1099
$6.45K ﹤0.01%
43
+4
1100
$6.42K ﹤0.01%
206
+79
42 43
44
45 46