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
301
$76K 0.02%
654
+2
302
$76K 0.02%
1,145
303
$76K 0.02%
283
304
$75K 0.02%
4,358
305
$75K 0.02%
1,490
306
$74K 0.02%
8,940
+103
307
$74K 0.02%
3,618
+368
308
$74K 0.02%
232
309
$74K 0.02%
1,100
310
$72K 0.02%
91
311
$71K 0.02%
4,750
312
$71K 0.02%
2,165
-85
313
$70K 0.02%
620
314
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315
$70K 0.02%
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316
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317
$69K 0.02%
1,150
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318
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319
$67K 0.02%
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320
$67K 0.02%
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321
$66K 0.02%
245
322
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4,116
323
$65K 0.02%
753
324
$65K 0.02%
14,000
325
$64K 0.02%
172
+9
11 12
13
14 15