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
$326M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$619K
3 +$237K
4
TRI icon
Thomson Reuters
TRI
+$223K
5
SU icon
Suncor Energy
SU
+$181K

Top Sells

1 +$139K
2 +$110K
3 +$81.6K
4
ADP icon
Automatic Data Processing
ADP
+$47K

Sector Composition

1 Financials 20.05%
2 Communication Services 15.79%
3 Technology 12.96%
4 Industrials 11.5%
5 Energy 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$304K 0.09%
2,700
-1,000