HCM

Heathbridge Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 28.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$20.2M
3 +$19.9M
4
WFC icon
Wells Fargo
WFC
+$19.9M
5
TRI icon
Thomson Reuters
TRI
+$19.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.2%
2 Communication Services 16.43%
3 Technology 13.12%
4 Industrials 11.07%
5 Energy 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$296K 0.1%
+20,147