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
876
$0 ﹤0.01%
7
877
$0 ﹤0.01%
5
878
– –
0
879
$0 ﹤0.01%
5
880
$0 ﹤0.01%
+1
881
$0 ﹤0.01%
7
882
$0 ﹤0.01%
1
883
$0 ﹤0.01%
3
884
$0 ﹤0.01%
17
885
– –
-130
886
– –
-80
887
– –
-2
888
$0 ﹤0.01%
11
889
$0 ﹤0.01%
15
890
$0 ﹤0.01%
7
891
$0 ﹤0.01%
20
892
$0 ﹤0.01%
4
893
$0 ﹤0.01%
12
894
$0 ﹤0.01%
4
895
$0 ﹤0.01%
1
896
$0 ﹤0.01%
200
897
$0 ﹤0.01%
10
+2
898
$0 ﹤0.01%
1
-29
899
$0 ﹤0.01%
1
900
$0 ﹤0.01%
2
33 34 35
36
37