HIM

Hillsdale Investment Management Portfolio holdings

AUM $2.71B
1-Year Est. Return 43.79%
This Quarter Est. Return
1 Year Est. Return
+43.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.6M
3
+$12.3M
4
CNI icon
Canadian National Railway
CNI
+$11.1M
5
NTR icon
Nutrien
NTR
+$9.87M

Top Sells

1
+$18M
2
+$15.2M
3
+$10.8M
4
CALX icon
Calix
CALX
+$8.42M
5
CNR
Core Natural Resources Inc
CNR
+$6.95M

Sector Composition

1 Financials 21.19%
2 Technology 17.57%
3 Energy 14%
4 Industrials 13.74%
5 Healthcare 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1M 0.07%
7,800
-500
252
$998K 0.07%
13,500
253
$998K 0.07%
+227,000
254
$997K 0.07%
+17,300
255
$997K 0.07%
46,600
-5,000
256
$992K 0.07%
37,900
-11,000
257
$991K 0.07%
+11,600
258
$966K 0.06%
29,412
+27,512
259
$960K 0.06%
+27,800
260
$953K 0.06%
+3,000
261
$944K 0.06%
16,800
-82,500
262
$938K 0.06%
14,500
263
$932K 0.06%
15,460
264
$923K 0.06%
+33,300
265
$920K 0.06%
+15,400
266
$912K 0.06%
5,793
-317
267
$912K 0.06%
+27,100
268
$903K 0.06%
14,500
-1,000
269
$889K 0.06%
44,000
-4,000
270
$884K 0.06%
+16,400
271
$871K 0.06%
40,800
272
$860K 0.06%
+11,500
273
$853K 0.06%
10,900
-2,000
274
$851K 0.06%
3,700
-300
275
$851K 0.06%
6,700
-500
9 10
11
12 13