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
$259M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$8.87M
3 +$4.13M
4
TU icon
Telus
TU
+$2.93M
5
VZ icon
Verizon
VZ
+$1.26M

Top Sells

1 +$8.45M
2 +$2.22M
3 +$649K
4
AEM icon
Agnico Eagle Mines
AEM
+$483K
5
AEP icon
American Electric Power
AEP
+$482K

Sector Composition

1 Financials 17.23%
2 Technology 15.54%
3 Energy 14.97%
4 Communication Services 13.1%
5 Materials 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$229K 0.09%
475
27
$218K 0.08%
925
28
$207K 0.08%
+3,800
29
$42.1K 0.02%
25,000
30
$324 ﹤0.01%
16,600
31
-243,500
32
-703