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
1201
$4.51K ﹤0.01%
+202
1202
$4.5K ﹤0.01%
757
1203
$4.5K ﹤0.01%
408
-217
1204
$4.49K ﹤0.01%
30
-58
1205
$4.49K ﹤0.01%
57
+15
1206
$4.46K ﹤0.01%
47
+30
1207
$4.45K ﹤0.01%
54
+37
1208
$4.43K ﹤0.01%
466
+266
1209
$4.42K ﹤0.01%
316
-42
1210
$4.42K ﹤0.01%
64
-230
1211
$4.41K ﹤0.01%
203
-68
1212
$4.38K ﹤0.01%
29
1213
$4.36K ﹤0.01%
46
+2
1214
$4.36K ﹤0.01%
+317
1215
$4.31K ﹤0.01%
30
-7
1216
$4.31K ﹤0.01%
19
+14
1217
$4.28K ﹤0.01%
84
1218
$4.25K ﹤0.01%
531
-28
1219
$4.24K ﹤0.01%
60
-41
1220
$4.23K ﹤0.01%
+38
1221
$4.23K ﹤0.01%
36
1222
$4.2K ﹤0.01%
+83
1223
$4.2K ﹤0.01%
24
-4
1224
$4.19K ﹤0.01%
55
-57
1225
$4.16K ﹤0.01%
135
+92
47 48
49
50 51