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
1301
$2.99K ﹤0.01%
73
-7
1302
$2.96K ﹤0.01%
203
+34
1303
$2.96K ﹤0.01%
5
1304
$2.95K ﹤0.01%
70
+66
1305
$2.92K ﹤0.01%
98
-2
1306
$2.9K ﹤0.01%
62
-125
1307
$2.9K ﹤0.01%
67
+8
1308
$2.88K ﹤0.01%
461
+30
1309
$2.87K ﹤0.01%
75
+8
1310
$2.87K ﹤0.01%
200
1311
$2.86K ﹤0.01%
43
+39
1312
$2.84K ﹤0.01%
+44
1313
$2.84K ﹤0.01%
96
+16
1314
$2.82K ﹤0.01%
125
+3
1315
$2.8K ﹤0.01%
106
+3
1316
$2.78K ﹤0.01%
41
-1
1317
$2.77K ﹤0.01%
171
+67
1318
$2.77K ﹤0.01%
2
1319
$2.75K ﹤0.01%
56
1320
$2.73K ﹤0.01%
6
1321
$2.72K ﹤0.01%
40
1322
$2.71K ﹤0.01%
15
-4
1323
$2.7K ﹤0.01%
139
1324
$2.7K ﹤0.01%
57
+9
1325
$2.7K ﹤0.01%
20
51 52
53
54 55