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
426
$31K 0.01%
1,711
427
$31K 0.01%
1,247
428
$31K 0.01%
626
429
$31K 0.01%
140
430
$30K 0.01%
245
431
$30K 0.01%
453
432
$30K 0.01%
265
433
$30K 0.01%
165
434
$30K 0.01%
1,061
-5
435
$30K 0.01%
4,447
436
$30K 0.01%
118
437
$30K 0.01%
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438
$29K 0.01%
400
439
$29K 0.01%
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440
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441
$29K 0.01%
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442
$29K 0.01%
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443
$28K 0.01%
569
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444
$28K 0.01%
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445
$28K 0.01%
576
446
$28K 0.01%
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447
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80
448
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172
-29
449
$28K 0.01%
596
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450
$27K 0.01%
1,506
+480
16 17
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19 20