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
$1.11B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$8.29M
3
+$7.84M
4
RBA icon
RB Global
RBA
+$7.83M
5
CCJ icon
Cameco
CCJ
+$7.78M

Top Sells

1
+$20.2M
2
+$13.8M
3
+$13.7M
4
MEOH icon
Methanex
MEOH
+$11.6M
5
B
Barrick Mining
B
+$8.93M

Sector Composition

1 Energy 17.98%
2 Technology 16.84%
3 Financials 16.57%
4 Industrials 14.53%
5 Healthcare 13.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$590K 0.05%
2,614
+2,206
277
$587K 0.05%
3,590
-200
278
$586K 0.05%
+26,300
279
$584K 0.05%
13,140
+1,110
280
$584K 0.05%
6,000
-4,000
281
$583K 0.05%
9,350
-2,600
282
$582K 0.05%
6,050
-600
283
$580K 0.05%
5,840
+140
284
$580K 0.05%
+49,700
285
$579K 0.05%
3,675
+75
286
$578K 0.05%
52,900
+7,740
287
$575K 0.05%
9,000
-1,500
288
$574K 0.05%
1,740
-400
289
$574K 0.05%
1,740
290
$573K 0.05%
+10,650
291
$573K 0.05%
20,900
292
$572K 0.05%
25,300
293
$570K 0.05%
1,385
-150
294
$568K 0.05%
29,000
295
$565K 0.05%
12,400
+12,100
296
$565K 0.05%
10,900
-3,000
297
$564K 0.05%
4,178
+3,506
298
$558K 0.05%
16,300
299
$556K 0.05%
4,180
300
$555K 0.05%
15,450
-4,500
10 11
12
13 14