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

Top Buys

1 +$5.39M
2 +$785

Top Sells

1 +$18.3M
2 +$797K
3 +$520K
4
NEM icon
Newmont
NEM
+$386K
5
TXN icon
Texas Instruments
TXN
+$332K

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
-1,835
27
-600
28
-639,450