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
$342M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$5.97M
3 +$3.8M
4
CRHM
CRH Medical Corporation
CRHM
+$3.66M
5
TAHO
Tahoe Resources Inc
TAHO
+$3.37M

Top Sells

1 +$6.78M
2 +$5.79M
3 +$4.87M
4
UFS
DOMTAR CORPORATION (New)
UFS
+$2.9M
5
STB
Student Transportation Inc
STB
+$1.76M

Sector Composition

1 Materials 24.52%
2 Financials 13.6%
3 Communication Services 8.44%
4 Energy 8.13%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$46K 0.01%
1,690
352
$45K 0.01%
1,300
353
$43K 0.01%
+3,600
354
$42K 0.01%
+300
355
$34K 0.01%
989
356
$32K 0.01%
600
-5,500
357
$31K 0.01%
1,120
358
$27K 0.01%
975
359
$27K 0.01%
+380
360
$26K 0.01%
+2,400
361
$26K 0.01%
+1,000
362
$25K 0.01%
400
363
$24K 0.01%
2,654
364
$24K 0.01%
210
365
$24K 0.01%
263
366
$24K 0.01%
500
367
$23K 0.01%
110
368
$21K 0.01%
600
369
$18K 0.01%
550
370
$18K 0.01%
+600
371
$17K 0.01%
900
-7,310
372
$17K 0.01%
+600
373
$16K ﹤0.01%
+300
374
$16K ﹤0.01%
800
375
$12K ﹤0.01%
180