HCM

Heathbridge Capital Management Portfolio holdings

AUM $261M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
+17.38%
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 +$27.5M
2 +$21.1M
3 +$20.2M
4
CMCSA icon
Comcast
CMCSA
+$20.2M
5
TXN icon
Texas Instruments
TXN
+$19.6M

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