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
1651
$498 ﹤0.01%
18
1652
$494 ﹤0.01%
+5
1653
$492 ﹤0.01%
200
1654
$491 ﹤0.01%
43
-136
1655
$489 ﹤0.01%
23
1656
$488 ﹤0.01%
+67
1657
$487 ﹤0.01%
2
-165
1658
$484 ﹤0.01%
+58
1659
$483 ﹤0.01%
7
-14
1660
$483 ﹤0.01%
10
+9
1661
$479 ﹤0.01%
+82
1662
$478 ﹤0.01%
30
-18
1663
$475 ﹤0.01%
2
1664
$470 ﹤0.01%
+26
1665
$469 ﹤0.01%
+87
1666
$467 ﹤0.01%
+64
1667
$465 ﹤0.01%
9
-3
1668
$456 ﹤0.01%
+12
1669
$455 ﹤0.01%
60
+31
1670
$449 ﹤0.01%
+10
1671
$449 ﹤0.01%
+14
1672
$440 ﹤0.01%
8
-97
1673
$437 ﹤0.01%
+47
1674
$437 ﹤0.01%
31
+23
1675
$430 ﹤0.01%
13
65 66
67
68 69