HCP

Hexagon Capital Partners Portfolio holdings

AUM $541M
1-Year Est. Return 24.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.44%
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
+$8.5M
2
+$1.37M
3
+$338K
4
PM icon
Philip Morris
PM
+$306K
5
MMM icon
3M
MMM
+$287K

Top Sells

1
+$9.23M
2
+$2.24M
3
+$577K
4
AAPL icon
Apple
AAPL
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$166K

Sector Composition

1 Consumer Staples 32.44%
2 Industrials 16.44%
3 Technology 8.82%
4 Communication Services 7.03%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$54K 0.01%
497
352
$54K 0.01%
326
+300
353
$54K 0.01%
588
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354
$54K 0.01%
288
-10
355
$53K 0.01%
781
+500
356
$52K 0.01%
1,050
357
$52K 0.01%
1,294
+294
358
$52K 0.01%
600
359
$52K 0.01%
1,341
360
$51K 0.01%
823
361
$51K 0.01%
106
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362
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433
-409
363
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364
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826
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365
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1,371
366
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367
$49K 0.01%
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368
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1,201
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369
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370
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2,879
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371
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163
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372
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373
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183
374
$45K 0.01%
1,630
375
$45K 0.01%
1,170
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