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
276
$96K 0.03%
4,400
+1,353
277
$95K 0.02%
3,000
-2,300
278
$92K 0.02%
1,150
+493
279
$91K 0.02%
990
280
$90K 0.02%
2,486
281
$89K 0.02%
2,500
+2,200
282
$88K 0.02%
755
283
$85K 0.02%
2,766
284
$84K 0.02%
1,471
285
$83K 0.02%
594
286
$82K 0.02%
585
+394
287
$81K 0.02%
2,260
+17
288
$80K 0.02%
4,200
+3,816
289
$80K 0.02%
516
-136
290
$80K 0.02%
2,350
291
$80K 0.02%
2,500
-2,000
292
$79K 0.02%
7,882
-21
293
$79K 0.02%
509
+60
294
$79K 0.02%
905
295
$79K 0.02%
1,293
296
$78K 0.02%
2,856
+500
297
$77K 0.02%
2,000
298
$77K 0.02%
3,233
-417
299
$76K 0.02%
1,047
300
$76K 0.02%
1,714
+500
10 11
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