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
1101
$6.35K ﹤0.01%
43
-1
1102
$6.35K ﹤0.01%
5,000
1103
$6.33K ﹤0.01%
618
-881
1104
$6.33K ﹤0.01%
219
+56
1105
$6.33K ﹤0.01%
160
+26
1106
$6.31K ﹤0.01%
250
-109
1107
$6.28K ﹤0.01%
54
-10
1108
$6.23K ﹤0.01%
42
-8
1109
$6.23K ﹤0.01%
49
1110
$6.18K ﹤0.01%
268
+30
1111
$6.15K ﹤0.01%
138
1112
$6.12K ﹤0.01%
61
1113
$6.12K ﹤0.01%
250
+12
1114
$6.07K ﹤0.01%
262
1115
$6.05K ﹤0.01%
132
+41
1116
$6.04K ﹤0.01%
620
+379
1117
$6.04K ﹤0.01%
47
+36
1118
$6.01K ﹤0.01%
157
+72
1119
$6K ﹤0.01%
191
1120
$5.99K ﹤0.01%
37
-29
1121
$5.97K ﹤0.01%
68
1122
$5.95K ﹤0.01%
98
-6
1123
$5.95K ﹤0.01%
328
-223
1124
$5.95K ﹤0.01%
49
-72
1125
$5.93K ﹤0.01%
45
-12
43 44
45
46 47