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
$395M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$4.72M
3 +$1.14M
4
HBM icon
Hudbay
HBM
+$630K
5
MGA icon
Magna International
MGA
+$487K

Top Sells

1 +$5.52M
2 +$838K
3 +$820K
4
TXN icon
Texas Instruments
TXN
+$617K
5
CMCSA icon
Comcast
CMCSA
+$526K

Sector Composition

1 Technology 20.8%
2 Financials 18.39%
3 Communication Services 14.07%
4 Energy 11.41%
5 Industrials 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,175