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
$251M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10.3M
3
+$10M
4
TD icon
Toronto Dominion Bank
TD
+$2.59M
5
VZ icon
Verizon
VZ
+$148K

Top Sells

1
+$12.1M
2
+$5.17M
3
+$4.92M
4
TRP icon
TC Energy
TRP
+$4.59M
5
TECK icon
Teck Resources
TECK
+$1.19M

Sector Composition

1 Financials 16.99%
2 Communication Services 16.31%
3 Healthcare 12.38%
4 Industrials 12.31%
5 Energy 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250K 0.1%
475
27
$237K 0.09%
4,000
-200
28
$181K 0.07%
100,000
-60,300
29
$2.14K ﹤0.01%
16,600
30
– –
-25,000
31
– –
-703
32
– –
-344,750
1
2