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
1151
$5.31K ﹤0.01%
120
+20
1152
$5.26K ﹤0.01%
395
1153
$5.26K ﹤0.01%
87
-151
1154
$5.25K ﹤0.01%
570
+158
1155
$5.25K ﹤0.01%
346
+292
1156
$5.23K ﹤0.01%
192
1157
$5.22K ﹤0.01%
640
+56
1158
$5.21K ﹤0.01%
74
-84
1159
$5.2K ﹤0.01%
67
+8
1160
$5.17K ﹤0.01%
509
+14
1161
$5.14K ﹤0.01%
1,236
-2,769
1162
$5.14K ﹤0.01%
57
-34
1163
$5.12K ﹤0.01%
21
+10
1164
$5.11K ﹤0.01%
378
+361
1165
$5.11K ﹤0.01%
+384
1166
$5.09K ﹤0.01%
105
+70
1167
$5.05K ﹤0.01%
14
1168
$5.01K ﹤0.01%
255
-19
1169
$5.01K ﹤0.01%
151
-69
1170
$5.01K ﹤0.01%
+3,191
1171
$4.96K ﹤0.01%
1,700
1172
$4.96K ﹤0.01%
343
-113
1173
$4.93K ﹤0.01%
324
+134
1174
$4.91K ﹤0.01%
16
1175
$4.9K ﹤0.01%
33
+25
45 46
47
48 49