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
1776
$175 ﹤0.01%
23
-5
1777
$168 ﹤0.01%
+1
1778
$167 ﹤0.01%
3
1779
$163 ﹤0.01%
95
1780
$159 ﹤0.01%
8
1781
$156 ﹤0.01%
3
1782
$155 ﹤0.01%
12
1783
$155 ﹤0.01%
1
-36
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$149 ﹤0.01%
100
1785
$148 ﹤0.01%
1
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$147 ﹤0.01%
14
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1787
$145 ﹤0.01%
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1789
$139 ﹤0.01%
+11
1790
$136 ﹤0.01%
5
1791
$129 ﹤0.01%
1
-76
1792
$127 ﹤0.01%
3
+1
1793
$126 ﹤0.01%
15
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1794
$121 ﹤0.01%
+1
1795
$118 ﹤0.01%
1
1796
$118 ﹤0.01%
20
1797
$115 ﹤0.01%
40
1798
$114 ﹤0.01%
+12
1799
$112 ﹤0.01%
+300
1800
$104 ﹤0.01%
18
-21
70 71
72
73 74