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
1926
– –
-8
1927
– –
-99
1928
– –
-3
1929
– –
-4
1930
– –
-8
1931
– –
-5
1932
– –
-3
1933
– –
-5
1934
– –
-157
1935
– –
-47
1936
– –
-31
1937
– –
-2
1938
– –
-4
1939
– –
-30
1940
– –
-2
1941
– –
-15
1942
– –
-10
1943
– –
-22
1944
– –
-11
1945
– –
-193
1946
– –
-100
1947
– –
-45
1948
– –
-1,500
1949
– –
-6
1950
– –
-8
75 76 77
78
79