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
726
$3K ﹤0.01%
21
727
$3K ﹤0.01%
127
728
$3K ﹤0.01%
108
729
$3K ﹤0.01%
75
730
$3K ﹤0.01%
600
731
$3K ﹤0.01%
85
732
$3K ﹤0.01%
72
-17
733
$3K ﹤0.01%
25
734
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26
735
$3K ﹤0.01%
100
736
$3K ﹤0.01%
508
737
$3K ﹤0.01%
25
738
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739
$3K ﹤0.01%
85
740
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55
741
$3K ﹤0.01%
10
742
$3K ﹤0.01%
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743
$3K ﹤0.01%
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744
$3K ﹤0.01%
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745
$2K ﹤0.01%
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746
$2K ﹤0.01%
5
747
$2K ﹤0.01%
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748
$2K ﹤0.01%
29
749
$2K ﹤0.01%
26
750
$2K ﹤0.01%
125
28 29
30
31 32