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

Top Buys

1 +$26.3M
2 +$4.53M
3 +$1.16M
4
HBM icon
Hudbay
HBM
+$704K
5
MGA icon
Magna International
MGA
+$521K

Top Sells

1 +$5.7M
2 +$874K
3 +$812K
4
TXN icon
Texas Instruments
TXN
+$651K
5
CMCSA icon
Comcast
CMCSA
+$556K

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