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
$342M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$8.58M
2 +$381K
3 +$296K
4
HBM icon
Hudbay
HBM
+$287K
5
ADP icon
Automatic Data Processing
ADP
+$267K

Top Sells

1 +$8.71M
2 +$756K
3 +$482K
4
TXN icon
Texas Instruments
TXN
+$255K
5
WDR
Waddell & Reed Financial, Inc.
WDR
+$78.3K

Sector Composition

1 Financials 20.69%
2 Communication Services 16.96%
3 Technology 13.27%
4 Industrials 11.73%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$322K 0.09%
2,600
-100
27
-325,100