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
401
$36K 0.01%
1,633
402
$36K 0.01%
1,600
403
$36K 0.01%
200
404
$36K 0.01%
297
405
$35K 0.01%
433
406
$35K 0.01%
1,133
407
$35K 0.01%
+400
408
$35K 0.01%
898
409
$35K 0.01%
853
410
$34K 0.01%
2,000
411
$33K 0.01%
3,385
412
$33K 0.01%
606
413
$33K 0.01%
270
414
$33K 0.01%
1,512
415
$33K 0.01%
141
416
$32K 0.01%
485
417
$32K 0.01%
574
-112
418
$32K 0.01%
344
419
$32K 0.01%
203
+1
420
$32K 0.01%
500
421
$32K 0.01%
411
422
$31K 0.01%
626
423
$31K 0.01%
140
424
$31K 0.01%
1,250
425
$31K 0.01%
173
15 16
17
18 19