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
$372M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$11.7M
3 +$8.39M
4
VRSK icon
Verisk Analytics
VRSK
+$472K
5
ORGNW icon
Origin Materials Inc Warrants
ORGNW
+$32K

Top Sells

1 +$14.7M
2 +$8.54M
3 +$5.53M
4
NEM icon
Newmont
NEM
+$2.6M
5
MFC icon
Manulife Financial
MFC
+$2.43M

Sector Composition

1 Materials 24.59%
2 Financials 20.6%
3 Communication Services 20.37%
4 Energy 8.99%
5 Technology 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$45K 0.01%
25,000
27
$32K 0.01%
+16,600
28
-55,245