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
$1.15B
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$10.7M
3
+$5.95M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$5.95M
5
KOP icon
Koppers
KOP
+$5.85M

Top Sells

1
+$22.4M
2
+$19.2M
3
+$15.3M
4
PBA icon
Pembina Pipeline
PBA
+$12.2M
5
AGI icon
Alamos Gold
AGI
+$10.6M

Sector Composition

1 Financials 23.2%
2 Industrials 16.57%
3 Materials 11.24%
4 Technology 11.22%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$510K 0.04%
6,020
352
$510K 0.04%
14,960
+14,730
353
$509K 0.04%
+9,660
354
$508K 0.04%
+5,600
355
$508K 0.04%
1,465
-75
356
$504K 0.04%
4,170
+50
357
$503K 0.04%
14,000
+300
358
$500K 0.04%
+3,900
359
$498K 0.04%
6,405
360
$496K 0.04%
7,400
361
$496K 0.04%
1,320
362
$495K 0.04%
13,730
363
$494K 0.04%
11,336
-520
364
$490K 0.04%
7,520
-600
365
$488K 0.04%
+3,500
366
$485K 0.04%
+3,105
367
$482K 0.04%
+3,450
368
$478K 0.04%
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-200
369
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370
$475K 0.04%
+6,000
371
$475K 0.04%
2,850
-1,100
372
$474K 0.04%
3,470
-400
373
$473K 0.04%
1,805
-100
374
$473K 0.04%
4,370
375
$466K 0.04%
5,040
13 14
15
16 17