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
526
$18K ﹤0.01%
449
527
$18K ﹤0.01%
109
528
$18K ﹤0.01%
164
+41
529
$17K ﹤0.01%
416
530
$17K ﹤0.01%
598
+498
531
$17K ﹤0.01%
1,100
532
$17K ﹤0.01%
517
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533
$17K ﹤0.01%
339
534
$17K ﹤0.01%
1,016
535
$17K ﹤0.01%
541
536
$17K ﹤0.01%
133
537
$17K ﹤0.01%
200
538
$16K ﹤0.01%
500
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539
$16K ﹤0.01%
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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%
114
547
$15K ﹤0.01%
133
+18
548
$15K ﹤0.01%
250
549
$15K ﹤0.01%
400
550
$15K ﹤0.01%
1,000
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