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
1826
$16 ﹤0.01%
283
1827
$13 ﹤0.01%
1
1828
$12 ﹤0.01%
1
1829
$7 ﹤0.01%
+6
1830
$6 ﹤0.01%
2
1831
$3 ﹤0.01%
3
1832
$1 ﹤0.01%
1
1833
– –
-19
1834
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-65
1835
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-186
1836
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-14
1837
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-18
1838
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-10
1839
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-109
1840
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-43
1841
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-25
1842
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1843
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1844
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1845
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-5
1846
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-16
1847
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-441
1848
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-32
1849
– –
-237
1850
– –
-1,073
72 73
74
75 76