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
526
$18K ﹤0.01%
160
527
$18K ﹤0.01%
172
528
$18K ﹤0.01%
479
+166
529
$17K ﹤0.01%
1,100
530
$17K ﹤0.01%
517
+288
531
$17K ﹤0.01%
339
532
$17K ﹤0.01%
541
533
$17K ﹤0.01%
133
534
$17K ﹤0.01%
200
535
$17K ﹤0.01%
1,016
536
$17K ﹤0.01%
416
537
$17K ﹤0.01%
598
+498
538
$16K ﹤0.01%
500
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539
$16K ﹤0.01%
256
540
$16K ﹤0.01%
153
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541
$16K ﹤0.01%
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542
$16K ﹤0.01%
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543
$16K ﹤0.01%
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544
$16K ﹤0.01%
+890
545
$16K ﹤0.01%
566
546
$15K ﹤0.01%
250
547
$15K ﹤0.01%
5,813
548
$15K ﹤0.01%
204
-3
549
$15K ﹤0.01%
516
550
$15K ﹤0.01%
1,000
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