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
1551
$1.01K ﹤0.01%
32
-50
1552
$1K ﹤0.01%
115
+71
1553
$1K ﹤0.01%
86
1554
$986 ﹤0.01%
14
1555
$953 ﹤0.01%
10
1556
$953 ﹤0.01%
6
-1
1557
$944 ﹤0.01%
23
1558
$942 ﹤0.01%
+9
1559
$938 ﹤0.01%
79
-15
1560
$937 ﹤0.01%
+17
1561
$933 ﹤0.01%
103
1562
$931 ﹤0.01%
+192
1563
$927 ﹤0.01%
54
1564
$917 ﹤0.01%
37
1565
$910 ﹤0.01%
51
+2
1566
$905 ﹤0.01%
53
-157
1567
$897 ﹤0.01%
122
1568
$887 ﹤0.01%
16
1569
$882 ﹤0.01%
17
1570
$880 ﹤0.01%
+131
1571
$880 ﹤0.01%
6
+1
1572
$879 ﹤0.01%
32
+13
1573
$878 ﹤0.01%
200
1574
$873 ﹤0.01%
+57
1575
$863 ﹤0.01%
+135
61 62
63
64 65