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
$333M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$8.91M
2 +$439K
3 +$62.6K

Top Sells

1 +$19.3M
2 +$8.39M
3 +$4.47M
4
MFC icon
Manulife Financial
MFC
+$1.03M
5
TRP icon
TC Energy
TRP
+$798K

Sector Composition

1 Materials 22.46%
2 Financials 21.8%
3 Communication Services 20.56%
4 Energy 9.55%
5 Technology 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$26K 0.01%
16,600
27
-462,600