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
1751
$207 ﹤0.01%
+12
1752
$207 ﹤0.01%
3
-2
1753
$207 ﹤0.01%
1
1754
$206 ﹤0.01%
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-50
1755
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$200 ﹤0.01%
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1759
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$196 ﹤0.01%
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$195 ﹤0.01%
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$194 ﹤0.01%
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$193 ﹤0.01%
+7
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$191 ﹤0.01%
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-128
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$191 ﹤0.01%
+23
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$190 ﹤0.01%
3
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$187 ﹤0.01%
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1770
$185 ﹤0.01%
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$184 ﹤0.01%
11
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$184 ﹤0.01%
+1
1773
$181 ﹤0.01%
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1774
$180 ﹤0.01%
18
-239
1775
$176 ﹤0.01%
3
-12
69 70
71
72 73