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
776
$2K ﹤0.01%
29
777
$2K ﹤0.01%
26
778
$2K ﹤0.01%
15
779
$2K ﹤0.01%
25
780
$2K ﹤0.01%
26
781
$2K ﹤0.01%
17
782
$2K ﹤0.01%
34
783
$1K ﹤0.01%
212
784
$1K ﹤0.01%
+18
785
$1K ﹤0.01%
7
786
$1K ﹤0.01%
266
787
$1K ﹤0.01%
41
788
$1K ﹤0.01%
+10
789
$1K ﹤0.01%
31
790
$1K ﹤0.01%
133
791
$1K ﹤0.01%
20
792
$1K ﹤0.01%
+7
793
$1K ﹤0.01%
21
794
$1K ﹤0.01%
82
795
$1K ﹤0.01%
11
796
$1K ﹤0.01%
29
+3
797
$1K ﹤0.01%
7
798
$1K ﹤0.01%
18
799
$1K ﹤0.01%
10
800
$1K ﹤0.01%
20
30 31
32
33 34