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
$243M
AUM Growth
-$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$4.58M
2 +$751

Top Sells

1 +$18.3M
2 +$799K
3 +$476K
4
NEM icon
Newmont
NEM
+$325K
5
TXN icon
Texas Instruments
TXN
+$303K

Sector Composition

1 Communication Services 25.08%
2 Financials 23.49%
3 Materials 16.62%
4 Energy 10.75%
5 Technology 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-639,450
27
-600
28
-1,835