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
376
$367K 0.03%
39,150
377
$364K 0.03%
9,900
378
$353K 0.03%
2,140
379
$348K 0.03%
17,260
-2,140
380
$348K 0.03%
4,900
381
$336K 0.03%
1,105
+25
382
$332K 0.03%
+19,375
383
$328K 0.03%
+840,596
384
$322K 0.03%
637
+14
385
$280K 0.03%
1,015
-44
386
$277K 0.03%
5,750
+670
387
$246K 0.02%
2,630
388
$219K 0.02%
6,900
-366,400
389
$218K 0.02%
4,370
-540
390
$212K 0.02%
418
-18
391
$207K 0.02%
64,500
+15,500
392
$205K 0.02%
1,153
+90
393
$192K 0.02%
1,020
-80
394
$175K 0.02%
616
+11
395
$174K 0.02%
1,118
-2,705
396
$162K 0.01%
13,330
-26,620
397
$155K 0.01%
1,228
398
$154K 0.01%
941
-123
399
$150K 0.01%
582
-1,961
400
$148K 0.01%
1,695
-1,820
14 15
16
17 18