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
$246M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$82.1K

Top Sells

1 +$4.5M
2 +$1.54M
3 +$992K
4
AEP icon
American Electric Power
AEP
+$585K
5
VZ icon
Verizon
VZ
+$381K

Sector Composition

1 Financials 17.31%
2 Communication Services 16.83%
3 Healthcare 11.96%
4 Energy 11.73%
5 Industrials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$229K 0.09%
4,000
27
$223K 0.09%
750
-175
28
$131K 0.05%
100,000
29
$837 ﹤0.01%
16,600