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
1351
$2.42K ﹤0.01%
+45
1352
$2.4K ﹤0.01%
57
1353
$2.38K ﹤0.01%
25
1354
$2.38K ﹤0.01%
292
-523
1355
$2.38K ﹤0.01%
42
1356
$2.38K ﹤0.01%
21
-20
1357
$2.36K ﹤0.01%
2
1358
$2.36K ﹤0.01%
299
+13
1359
$2.34K ﹤0.01%
15
+2
1360
$2.32K ﹤0.01%
87
+47
1361
$2.31K ﹤0.01%
82
+31
1362
$2.3K ﹤0.01%
16
-6
1363
$2.3K ﹤0.01%
230
1364
$2.29K ﹤0.01%
84
1365
$2.28K ﹤0.01%
248
+5
1366
$2.27K ﹤0.01%
32
+5
1367
$2.26K ﹤0.01%
123
-159
1368
$2.25K ﹤0.01%
96
-483
1369
$2.24K ﹤0.01%
152
+49
1370
$2.24K ﹤0.01%
63
-183
1371
$2.23K ﹤0.01%
66
-24
1372
$2.23K ﹤0.01%
+104
1373
$2.23K ﹤0.01%
313
1374
$2.22K ﹤0.01%
26
-7
1375
$2.21K ﹤0.01%
13
+10
53 54
55
56 57