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
$349M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$2.83M
3 +$1.5M
4
VZ icon
Verizon
VZ
+$1.31M
5
ERF
Enerplus Corporation
ERF
+$800

Top Sells

1 +$1.07M
2 +$943K
3 +$943K
4
TD icon
Toronto Dominion Bank
TD
+$836K
5
TRP icon
TC Energy
TRP
+$791K

Sector Composition

1 Financials 21.67%
2 Materials 21.64%
3 Communication Services 19.6%
4 Industrials 10.7%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$37K 0.01%
25,000
27
$25K 0.01%
16,600