HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.62B
1-Year Est. Return 56.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.84%
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
+$5.04M
2
+$4.74M
3
+$4.5M
4
BBU
Brookfield Business Partners
BBU
+$4.07M
5
OSB
Norbord Inc.
OSB
+$3.42M

Top Sells

1
+$9.36M
2
+$7.64M
3
+$6.7M
4
HBM icon
Hudbay
HBM
+$5.91M
5
RY icon
Royal Bank of Canada
RY
+$5.49M

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%
210
-90
352
$8K ﹤0.01%
+300
353
$8K ﹤0.01%
+120
354
$8K ﹤0.01%
160
-80
355
$8K ﹤0.01%
+200
356
$7K ﹤0.01%
70
-3,330
357
$7K ﹤0.01%
60
-20
358
$7K ﹤0.01%
80
-13,170
359
$7K ﹤0.01%
+140
360
$7K ﹤0.01%
180
-28,020
361
$7K ﹤0.01%
130
-40
362
$7K ﹤0.01%
130
-5,410
363
$7K ﹤0.01%
50
364
$7K ﹤0.01%
2,000
-2,400
365
$7K ﹤0.01%
240
-90
366
$7K ﹤0.01%
390
-160
367
$7K ﹤0.01%
+150
368
$7K ﹤0.01%
80
-40
369
$7K ﹤0.01%
100
370
$7K ﹤0.01%
60
371
$7K ﹤0.01%
+140
372
$6K ﹤0.01%
338
373
$6K ﹤0.01%
+79
374
$6K ﹤0.01%
180
-7,480
375
$6K ﹤0.01%
100
-60
13 14
15
16 17