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
401
$36K 0.01%
1,921
402
$36K 0.01%
1,600
403
$36K 0.01%
200
404
$36K 0.01%
297
405
$35K 0.01%
1,133
406
$35K 0.01%
+400
407
$35K 0.01%
898
408
$35K 0.01%
853
409
$35K 0.01%
433
410
$34K 0.01%
2,000
411
$33K 0.01%
1,512
412
$33K 0.01%
606
413
$33K 0.01%
270
414
$33K 0.01%
3,385
415
$33K 0.01%
141
416
$32K 0.01%
485
417
$32K 0.01%
411
418
$32K 0.01%
574
-112
419
$32K 0.01%
344
420
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203
+1
421
$32K 0.01%
500
422
$31K 0.01%
1,862
+282
423
$31K 0.01%
1,250
424
$31K 0.01%
173
425
$31K 0.01%
303
+2
15 16
17
18 19