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
$381M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$1.39M
3
+$359K
4
PM icon
Philip Morris
PM
+$311K
5
CLX icon
Clorox
CLX
+$297K

Top Sells

1
+$9.82M
2
+$2.26M
3
+$560K
4
AAPL icon
Apple
AAPL
+$226K
5
META icon
Meta Platforms (Facebook)
META
+$168K

Sector Composition

1 Consumer Staples 32.44%
2 Industrials 16.44%
3 Technology 8.83%
4 Communication Services 7.03%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$135K 0.04%
1,545
227
$134K 0.04%
978
-16
228
$134K 0.04%
4,470
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229
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230
$132K 0.03%
784
231
$127K 0.03%
683
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232
$126K 0.03%
1,821
233
$123K 0.03%
2,036
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234
$122K 0.03%
1,700
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235
$121K 0.03%
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236
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211
237
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238
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239
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632
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240
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241
$118K 0.03%
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242
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243
$116K 0.03%
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245
$114K 0.03%
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246
$114K 0.03%
423
247
$112K 0.03%
1,457
248
$110K 0.03%
282
249
$110K 0.03%
1,222
250
$110K 0.03%
11,518
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10
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