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
376
$45K 0.01%
1,044
-183
377
$44K 0.01%
+2,500
378
$44K 0.01%
382
379
$44K 0.01%
500
+33
380
$44K 0.01%
7,535
381
$44K 0.01%
1,032
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
$38K 0.01%
363
389
$38K 0.01%
3,185
+5
390
$38K 0.01%
+1,500
391
$37K 0.01%
200
392
$37K 0.01%
1,136
393
$37K 0.01%
274
394
$37K 0.01%
2,200
395
$37K 0.01%
3,637
396
$37K 0.01%
105
-24
397
$36K 0.01%
1,921
398
$36K 0.01%
953
399
$36K 0.01%
241
400
$36K 0.01%
337
14 15
16
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