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
351
$448K 0.04%
+2,800
352
$447K 0.04%
1,230
353
$445K 0.04%
4,900
+100
354
$444K 0.04%
+5,900
355
$443K 0.04%
+9,340
356
$441K 0.04%
407
357
$439K 0.04%
+4,100
358
$439K 0.04%
3,700
-1,000
359
$438K 0.04%
+3,280
360
$438K 0.04%
1,540
361
$437K 0.04%
5,300
362
$433K 0.04%
4,250
-900
363
$429K 0.04%
1,700
-300
364
$426K 0.04%
48,150
365
$422K 0.04%
10,320
-3,230
366
$419K 0.04%
12,400
+12,100
367
$414K 0.04%
9,450
368
$414K 0.04%
9,850
369
$408K 0.04%
970
+950
370
$407K 0.04%
14,450
+14,100
371
$401K 0.04%
25,600
372
$390K 0.04%
3,700
373
$381K 0.03%
+22,800
374
$380K 0.03%
3,362
-593
375
$377K 0.03%
91,500
-20,000
13 14
15
16 17