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
676
$5K ﹤0.01%
30
677
$5K ﹤0.01%
101
678
$5K ﹤0.01%
1,140
679
$5K ﹤0.01%
99
+1
680
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60
681
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84
682
$5K ﹤0.01%
277
+1
683
$5K ﹤0.01%
30
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684
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685
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686
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687
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689
$5K ﹤0.01%
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25
691
$4K ﹤0.01%
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692
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30
695
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$4K ﹤0.01%
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697
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$4K ﹤0.01%
31
699
$4K ﹤0.01%
+52
700
$4K ﹤0.01%
+150
26 27
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29 30