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
676
$5K ﹤0.01%
100
677
$5K ﹤0.01%
236
678
$5K ﹤0.01%
104
679
$5K ﹤0.01%
45
680
$5K ﹤0.01%
25
681
$5K ﹤0.01%
+100
682
$5K ﹤0.01%
516
683
$5K ﹤0.01%
326
684
$5K ﹤0.01%
604
685
$5K ﹤0.01%
101
686
$5K ﹤0.01%
99
+1
687
$5K ﹤0.01%
60
688
$5K ﹤0.01%
84
689
$5K ﹤0.01%
277
+1
690
$5K ﹤0.01%
200
691
$4K ﹤0.01%
+52
692
$4K ﹤0.01%
55
693
$4K ﹤0.01%
17
694
$4K ﹤0.01%
10
695
$4K ﹤0.01%
75
696
$4K ﹤0.01%
+204
697
$4K ﹤0.01%
79
698
$4K ﹤0.01%
50
699
$4K ﹤0.01%
104
700
$4K ﹤0.01%
140
26 27
28
29 30