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
251
$108K 0.03%
1,614
-200
252
$108K 0.03%
364
253
$108K 0.03%
1,601
254
$107K 0.03%
650
+389
255
$107K 0.03%
1,812
-1,051
256
$106K 0.03%
4,362
257
$103K 0.03%
1,061
258
$103K 0.03%
650
259
$103K 0.03%
531
-17
260
$103K 0.03%
451
261
$102K 0.03%
920
262
$102K 0.03%
4,401
263
$102K 0.03%
1,731
+781
264
$102K 0.03%
2,400
265
$100K 0.03%
2,126
+261
266
$99K 0.03%
329
267
$99K 0.03%
767
268
$99K 0.03%
860
269
$98K 0.03%
1,200
270
$98K 0.03%
914
271
$98K 0.03%
6,202
-182
272
$98K 0.03%
949
+80
273
$98K 0.03%
3,762
+36
274
$97K 0.03%
2,615
+1,015
275
$96K 0.03%
2,935
+22
9 10
11
12 13