HCP

Hexagon Capital Partners Portfolio holdings

AUM $683M
1-Year Est. Return 34.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.38M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.68M
5
SBUX icon
Starbucks
SBUX
+$966K

Top Sells

1
+$548K
2
+$344K
3
+$260K
4
ET icon
Energy Transfer Partners
ET
+$182K
5
TAK icon
Takeda Pharmaceutical
TAK
+$176K

Sector Composition

1 Consumer Staples 48.94%
2 Industrials 10.99%
3 Communication Services 8.32%
4 Consumer Discretionary 7.14%
5 Technology 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,700
77
– –
-25,978
78
– –
-11,360
79
– –
-10,023
80
– –
-14,619
1 2 3
4