HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
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
26
$1.63M 0.43%
11,260
-60
27
$1.61M 0.42%
32,526
+7
28
$1.57M 0.41%
3,788
+101
29
$1.56M 0.41%
2,757
+115
30
$1.51M 0.4%
68,462
+12,264
31
$1.44M 0.38%
15,421
-351
32
$1.35M 0.35%
4,784
+149
33
$1.35M 0.35%
26,727
-225
34
$1.34M 0.35%
15,644
+102
35
$1.24M 0.32%
20,912
+1,257
36
$1.23M 0.32%
4,772
+249
37
$1.23M 0.32%
25,753
+1,103
38
$1.21M 0.32%
6,976
+2,069
39
$1.13M 0.3%
35,608
40
$1.07M 0.28%
6,923
+517
41
$1.05M 0.28%
2,959
+805
42
$1.02M 0.27%
7,888
-4,328
43
$983K 0.26%
24,569
44
$982K 0.26%
7,411
+46
45
$920K 0.24%
14,517
-457
46
$914K 0.24%
10,507
+31
47
$906K 0.24%
48,744
-699
48
$899K 0.24%
8,242
+364
49
$888K 0.23%
6,140
+200
50
$884K 0.23%
17,012
+2,059
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