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
1676
$428 ﹤0.01%
+30
1677
$425 ﹤0.01%
6
-18
1678
$421 ﹤0.01%
10
1679
$421 ﹤0.01%
+10
1680
$419 ﹤0.01%
18
-22
1681
$416 ﹤0.01%
+17
1682
$415 ﹤0.01%
100
1683
$412 ﹤0.01%
63
+9
1684
$410 ﹤0.01%
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$410 ﹤0.01%
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$409 ﹤0.01%
+25
1687
$407 ﹤0.01%
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1688
$407 ﹤0.01%
11
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$405 ﹤0.01%
7
-10
1690
$403 ﹤0.01%
+16
1691
$402 ﹤0.01%
+31
1692
$398 ﹤0.01%
7
1693
$397 ﹤0.01%
8
-35
1694
$394 ﹤0.01%
8
+4
1695
$394 ﹤0.01%
55
+44
1696
$384 ﹤0.01%
+10
1697
$383 ﹤0.01%
6
1698
$382 ﹤0.01%
+65
1699
$378 ﹤0.01%
3
1700
$377 ﹤0.01%
213
66 67
68
69 70