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
1526
$1.13K ﹤0.01%
+215
1527
$1.13K ﹤0.01%
18
-76
1528
$1.13K ﹤0.01%
6
-5
1529
$1.12K ﹤0.01%
30
+7
1530
$1.11K ﹤0.01%
216
+94
1531
$1.1K ﹤0.01%
12
+2
1532
$1.08K ﹤0.01%
+217
1533
$1.08K ﹤0.01%
61
+26
1534
$1.08K ﹤0.01%
4,000
1535
$1.08K ﹤0.01%
14
-14
1536
$1.07K ﹤0.01%
25
1537
$1.06K ﹤0.01%
+102
1538
$1.06K ﹤0.01%
14
1539
$1.06K ﹤0.01%
163
1540
$1.05K ﹤0.01%
127
+61
1541
$1.03K ﹤0.01%
29
+1
1542
$1.03K ﹤0.01%
45
1543
$1.03K ﹤0.01%
73
+16
1544
$1.03K ﹤0.01%
17
1545
$1.02K ﹤0.01%
11
1546
$1.01K ﹤0.01%
178
+153
1547
$1.01K ﹤0.01%
46
+24
1548
$1.01K ﹤0.01%
3
1549
$1.01K ﹤0.01%
13
-2
1550
$1.01K ﹤0.01%
27
-13
60 61
62
63 64