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
1226
$4.16K ﹤0.01%
144
+18
1227
$4.16K ﹤0.01%
101
+4
1228
$4.15K ﹤0.01%
24
+10
1229
$4.13K ﹤0.01%
36
1230
$4.13K ﹤0.01%
111
+65
1231
$4.11K ﹤0.01%
64
+8
1232
$4.11K ﹤0.01%
200
1233
$4.1K ﹤0.01%
40
1234
$4.08K ﹤0.01%
75
1235
$4.08K ﹤0.01%
33
-4
1236
$4.06K ﹤0.01%
354
+6
1237
$3.99K ﹤0.01%
20
-66
1238
$3.99K ﹤0.01%
+285
1239
$3.94K ﹤0.01%
49
-6
1240
$3.92K ﹤0.01%
530
-164
1241
$3.92K ﹤0.01%
289
+187
1242
$3.91K ﹤0.01%
212
+44
1243
$3.84K ﹤0.01%
+10
1244
$3.83K ﹤0.01%
21
1245
$3.81K ﹤0.01%
62
+1
1246
$3.77K ﹤0.01%
116
+10
1247
$3.75K ﹤0.01%
561
+253
1248
$3.75K ﹤0.01%
310
1249
$3.74K ﹤0.01%
17
1250
$3.73K ﹤0.01%
189
+34
48 49
50
51 52