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
576
$13K ﹤0.01%
400
577
$13K ﹤0.01%
567
-77
578
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1,000
579
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514
580
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581
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582
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544
583
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584
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+286
585
$12K ﹤0.01%
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586
$11K ﹤0.01%
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587
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36
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591
$11K ﹤0.01%
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598
$11K ﹤0.01%
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599
$10K ﹤0.01%
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600
$10K ﹤0.01%
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22 23
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