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Tuesday, 12/11/2018 11:30:31 AM

Tuesday, December 11, 2018 11:30:31 AM

Post# of 16650
Okay, the Horizons Marijuana Life Sciences ETF (HMMJ) is the biggest pot fund of its type in the world. As of yesterday it looks like Aphria represented 10.5% of their portfolio by weight...

https://portfolios.morningstar.com/fund/holdings?t=XTSE:HMMJ®ion=can&culture=en-US&cur=

Their last quarterly allocation announcement was released on September 26th...

https://www.newcannabisventures.com/cannabis-mutual-fund-makes-quarterly-etf-adjustments/

https://www.investopedia.com/news/9-stocks-added-worlds-largest-marijuana-etf/

Which means that their next one will come out in a couple weeks.

I'd keep an eye out for it...if Aphria's share of their portfolio drops significantly that would tell me that either they are possibly deeply concerned by this recent scandal or perhaps they just don't think it's one of the better MJ investments in the near-term and there are better ones to be had. But if it stays about the same or even increases then that would be an indication that these guys believe that QCM's allegations are much ado about nothing and that Aphria is still worth the risk.

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