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
1476
$1.46K ﹤0.01%
28
-1
1477
$1.46K ﹤0.01%
14
-5
1478
$1.45K ﹤0.01%
621
1479
$1.44K ﹤0.01%
11
1480
$1.44K ﹤0.01%
58
1481
$1.41K ﹤0.01%
32
1482
$1.41K ﹤0.01%
+182
1483
$1.41K ﹤0.01%
6
+2
1484
$1.4K ﹤0.01%
50
-1
1485
$1.39K ﹤0.01%
157
+19
1486
$1.38K ﹤0.01%
17
-278
1487
$1.38K ﹤0.01%
1,019
1488
$1.38K ﹤0.01%
434
1489
$1.37K ﹤0.01%
193
+141
1490
$1.36K ﹤0.01%
26
+3
1491
$1.36K ﹤0.01%
124
-71
1492
$1.35K ﹤0.01%
17
+4
1493
$1.35K ﹤0.01%
4
-3
1494
$1.34K ﹤0.01%
10
-1,825
1495
$1.32K ﹤0.01%
+1
1496
$1.32K ﹤0.01%
63
+13
1497
$1.32K ﹤0.01%
+209
1498
$1.32K ﹤0.01%
22
1499
$1.31K ﹤0.01%
121
+110
1500
$1.31K ﹤0.01%
186
+96
58 59
60
61 62