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
$364M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$20.1M
3 +$5.45M
4
VZ icon
Verizon
VZ
+$5.38M
5
TRP icon
TC Energy
TRP
+$2.8M

Top Sells

1 +$5.27M
2 +$3.1M
3 +$452K
4
AEM icon
Agnico Eagle Mines
AEM
+$443K
5
KSU
Kansas City Southern
KSU
+$204K

Sector Composition

1 Financials 24.05%
2 Materials 23.21%
3 Communication Services 21.32%
4 Energy 9.08%
5 Technology 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-6,300