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
326
$497K 0.04%
2,800
327
$497K 0.04%
11,600
328
$494K 0.04%
+7,100
329
$492K 0.04%
+2,200
330
$491K 0.04%
5,545
331
$490K 0.04%
5,979
-680
332
$484K 0.04%
+7,200
333
$482K 0.04%
13,850
334
$481K 0.04%
1,200
-35
335
$479K 0.04%
+23,000
336
$478K 0.04%
1,790
337
$478K 0.04%
2,900
338
$477K 0.04%
+2,800
339
$476K 0.04%
2,550
+2,500
340
$474K 0.04%
7,760
341
$473K 0.04%
+3,380
342
$459K 0.04%
53,900
343
$458K 0.04%
+11,400
344
$454K 0.04%
21,900
345
$454K 0.04%
9,100
-200
346
$453K 0.04%
17,000
347
$453K 0.04%
2,610
-40
348
$451K 0.04%
1,490
-300
349
$451K 0.04%
7,300
-300
350
$451K 0.04%
+1,540
12 13
14
15 16