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
1501
$1.3K ﹤0.01%
+10
1502
$1.27K ﹤0.01%
24
1503
$1.26K ﹤0.01%
33
+18
1504
$1.26K ﹤0.01%
8
1505
$1.26K ﹤0.01%
+14
1506
$1.25K ﹤0.01%
+23
1507
$1.24K ﹤0.01%
+15
1508
$1.22K ﹤0.01%
+10
1509
$1.22K ﹤0.01%
100
1510
$1.21K ﹤0.01%
23
1511
$1.21K ﹤0.01%
18
+12
1512
$1.21K ﹤0.01%
29
+22
1513
$1.21K ﹤0.01%
51
1514
$1.2K ﹤0.01%
24
+1
1515
$1.17K ﹤0.01%
188
+66
1516
$1.17K ﹤0.01%
47
1517
$1.17K ﹤0.01%
15
1518
$1.17K ﹤0.01%
61
-352
1519
$1.16K ﹤0.01%
+62
1520
$1.16K ﹤0.01%
+163
1521
$1.16K ﹤0.01%
23
1522
$1.16K ﹤0.01%
+23
1523
$1.15K ﹤0.01%
378
+29
1524
$1.14K ﹤0.01%
16
-14
1525
$1.14K ﹤0.01%
79
-192
59 60
61
62 63