HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.15M
3
+$4.62M
4
BHC icon
Bausch Health
BHC
+$4.41M
5
BBU
Brookfield Business Partners
BBU
+$4.21M

Top Sells

1
+$9.42M
2
+$6.92M
3
+$6.5M
4
HBM icon
Hudbay
HBM
+$6.06M
5
RY icon
Royal Bank of Canada
RY
+$5.69M

Sector Composition

1 Financials 23.11%
2 Technology 11.93%
3 Energy 8.52%
4 Real Estate 8.27%
5 Materials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
+300
352
$8K ﹤0.01%
+120
353
$8K ﹤0.01%
160
-80
354
$8K ﹤0.01%
+200
355
$8K ﹤0.01%
100
-10
356
$7K ﹤0.01%
+140
357
$7K ﹤0.01%
180
-28,020
358
$7K ﹤0.01%
70
-3,330
359
$7K ﹤0.01%
130
-40
360
$7K ﹤0.01%
130
-5,410
361
$7K ﹤0.01%
50
362
$7K ﹤0.01%
2,000
-2,400
363
$7K ﹤0.01%
240
-90
364
$7K ﹤0.01%
390
-160
365
$7K ﹤0.01%
+150
366
$7K ﹤0.01%
80
-40
367
$7K ﹤0.01%
60
-20
368
$7K ﹤0.01%
100
369
$7K ﹤0.01%
80
-13,170
370
$7K ﹤0.01%
60
371
$7K ﹤0.01%
+140
372
$6K ﹤0.01%
160
+60
373
$6K ﹤0.01%
+100
374
$6K ﹤0.01%
70
-3,950
375
$6K ﹤0.01%
75
-5
13 14
15
16 17