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
326
$64K 0.02%
1,851
327
$64K 0.02%
599
328
$64K 0.02%
962
-23
329
$63K 0.02%
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330
$63K 0.02%
351
-28
331
$63K 0.02%
1,503
+1,300
332
$62K 0.02%
399
333
$62K 0.02%
1,436
334
$61K 0.02%
211
335
$61K 0.02%
289
336
$60K 0.02%
1,799
337
$60K 0.02%
1,141
338
$60K 0.02%
+1,454
339
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340
$59K 0.02%
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341
$59K 0.02%
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342
$59K 0.02%
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343
$58K 0.02%
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344
$58K 0.02%
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345
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346
$55K 0.01%
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347
$55K 0.01%
142
-9
348
$54K 0.01%
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349
$54K 0.01%
72
350
$54K 0.01%
988
-17
12 13
14
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