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 8.82%
4 Communication Services 7.03%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
140
652
$6K ﹤0.01%
232
653
$6K ﹤0.01%
22
654
$6K ﹤0.01%
300
655
$6K ﹤0.01%
210
656
$6K ﹤0.01%
206
657
$6K ﹤0.01%
100
658
$6K ﹤0.01%
116
-298
659
$6K ﹤0.01%
250
660
$6K ﹤0.01%
500
661
$5K ﹤0.01%
46
662
$5K ﹤0.01%
45
+10
663
$5K ﹤0.01%
206
664
$5K ﹤0.01%
35
665
$5K ﹤0.01%
102
666
$5K ﹤0.01%
41
667
$5K ﹤0.01%
100
668
$5K ﹤0.01%
236
669
$5K ﹤0.01%
104
670
$5K ﹤0.01%
45
671
$5K ﹤0.01%
+100
672
$5K ﹤0.01%
516
673
$5K ﹤0.01%
326
674
$5K ﹤0.01%
604
675
$5K ﹤0.01%
766
25 26
27
28 29