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
351
$54K 0.01%
497
352
$54K 0.01%
326
+300
353
$54K 0.01%
588
+265
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%
1,341
359
$52K 0.01%
600
360
$51K 0.01%
823
361
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106
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362
$51K 0.01%
433
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363
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364
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1,371
365
$50K 0.01%
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366
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929
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367
$49K 0.01%
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368
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369
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931
370
$47K 0.01%
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+1,176
371
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163
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372
$46K 0.01%
1,330
-300
373
$46K 0.01%
183
374
$45K 0.01%
1,170
375
$45K 0.01%
1,630
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