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
551
$15K ﹤0.01%
68
552
$15K ﹤0.01%
226
+5
553
$15K ﹤0.01%
114
554
$15K ﹤0.01%
133
+18
555
$15K ﹤0.01%
400
556
$14K ﹤0.01%
61
557
$14K ﹤0.01%
3,333
558
$14K ﹤0.01%
516
559
$14K ﹤0.01%
300
560
$14K ﹤0.01%
350
561
$14K ﹤0.01%
42
562
$14K ﹤0.01%
188
-223
563
$14K ﹤0.01%
40
564
$14K ﹤0.01%
60
565
$14K ﹤0.01%
153
566
$13K ﹤0.01%
694
567
$13K ﹤0.01%
224
-73
568
$13K ﹤0.01%
200
569
$13K ﹤0.01%
265
-31
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%
+462
575
$13K ﹤0.01%
400
21 22
23
24 25