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
376
$6K ﹤0.01%
220
-100
377
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180
+30
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160
+60
379
$6K ﹤0.01%
+100
380
$6K ﹤0.01%
70
-3,950
381
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75
-5
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$5K ﹤0.01%
80
-10
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280
384
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70
385
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-1
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$5K ﹤0.01%
50
387
$5K ﹤0.01%
60
+10
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35
-5
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40
390
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35
-10
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$4K ﹤0.01%
60
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27
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15
395
$4K ﹤0.01%
90
+20
396
$4K ﹤0.01%
280
-100
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$4K ﹤0.01%
31
398
$4K ﹤0.01%
60
+5
399
$4K ﹤0.01%
70
400
$3K ﹤0.01%
35
14 15
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