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
376
$45K 0.01%
1,044
-183
377
$44K 0.01%
7,535
378
$44K 0.01%
1,032
379
$44K 0.01%
+2,500
380
$44K 0.01%
382
381
$44K 0.01%
500
+33
382
$43K 0.01%
500
383
$42K 0.01%
177
384
$42K 0.01%
1,987
385
$41K 0.01%
107
386
$41K 0.01%
535
-31
387
$40K 0.01%
400
388
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+1,500
389
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363
390
$38K 0.01%
3,185
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391
$37K 0.01%
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392
$37K 0.01%
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393
$37K 0.01%
274
394
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395
$37K 0.01%
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396
$37K 0.01%
105
-24
397
$36K 0.01%
953
398
$36K 0.01%
241
399
$36K 0.01%
337
400
$36K 0.01%
1,633
14 15
16
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