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
551
$15K ﹤0.01%
68
552
$15K ﹤0.01%
226
+5
553
$15K ﹤0.01%
5,813
554
$15K ﹤0.01%
204
-3
555
$15K ﹤0.01%
516
556
$14K ﹤0.01%
42
557
$14K ﹤0.01%
61
558
$14K ﹤0.01%
3,333
559
$14K ﹤0.01%
516
560
$14K ﹤0.01%
300
561
$14K ﹤0.01%
350
562
$14K ﹤0.01%
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563
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40
564
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60
565
$14K ﹤0.01%
153
566
$13K ﹤0.01%
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567
$13K ﹤0.01%
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$13K ﹤0.01%
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569
$13K ﹤0.01%
300
570
$13K ﹤0.01%
27
571
$13K ﹤0.01%
851
572
$13K ﹤0.01%
3,100
573
$13K ﹤0.01%
113
+50
574
$13K ﹤0.01%
694
575
$13K ﹤0.01%
+462
21 22
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