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
$1.1B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.2M
3
+$7.88M
4
AQN icon
Algonquin Power & Utilities
AQN
+$6.98M
5
SSRM icon
SSR Mining
SSRM
+$5.97M

Top Sells

1
+$11.8M
2
+$7.87M
3
+$7.28M
4
BMO icon
Bank of Montreal
BMO
+$7.04M
5
BN icon
Brookfield
BN
+$7.02M

Sector Composition

1 Materials 17.7%
2 Technology 16.92%
3 Financials 14.83%
4 Industrials 13.96%
5 Healthcare 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$371K 0.03%
+1,242
377
$365K 0.03%
1,985
+1,965
378
$361K 0.03%
+3,870
379
$360K 0.03%
1,585
-35
380
$346K 0.03%
+1,125
381
$346K 0.03%
3,795
382
$343K 0.03%
2,450
-300
383
$343K 0.03%
6,250
-600
384
$340K 0.03%
7,650
-700
385
$338K 0.03%
21,010
+5,850
386
$334K 0.03%
6,153
-102,597
387
$331K 0.03%
3,410
-300
388
$263K 0.02%
3,010
-2,980
389
$260K 0.02%
18,400
390
$257K 0.02%
25,200
391
$223K 0.02%
+110,400
392
$197K 0.02%
+1,950
393
$184K 0.02%
950
-350
394
$182K 0.02%
1,020
+20
395
$182K 0.02%
4,560
+1,950
396
$164K 0.01%
2,970
397
$163K 0.01%
1,155
-3,500
398
$155K 0.01%
890
-250
399
$151K 0.01%
6,633
-40
400
$144K 0.01%
1,070
-740
14 15
16
17 18