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
1401
$2.02K ﹤0.01%
21
-3
1402
$2.02K ﹤0.01%
117
1403
$2K ﹤0.01%
24
-15
1404
$2K ﹤0.01%
119
-29
1405
$2K ﹤0.01%
+58
1406
$2K ﹤0.01%
102
-12
1407
$1.98K ﹤0.01%
67
1408
$1.98K ﹤0.01%
220
+120
1409
$1.97K ﹤0.01%
56
+2
1410
$1.96K ﹤0.01%
36
-138
1411
$1.96K ﹤0.01%
212
+40
1412
$1.96K ﹤0.01%
38
+12
1413
$1.94K ﹤0.01%
96
+65
1414
$1.92K ﹤0.01%
154
-605
1415
$1.92K ﹤0.01%
12
-12
1416
$1.91K ﹤0.01%
+89
1417
$1.91K ﹤0.01%
30
+17
1418
$1.91K ﹤0.01%
134
1419
$1.89K ﹤0.01%
52
-1
1420
$1.89K ﹤0.01%
201
+180
1421
$1.88K ﹤0.01%
48
-94
1422
$1.88K ﹤0.01%
53
-9
1423
$1.87K ﹤0.01%
+35
1424
$1.86K ﹤0.01%
18
1425
$1.86K ﹤0.01%
+99
55 56
57
58 59