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
$831M
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.49M
3
+$7.85M
4
WCN icon
Waste Connections
WCN
+$5.11M
5
IAG icon
IAMGOLD
IAG
+$4.39M

Top Sells

1
+$7.94M
2
+$6.39M
3
+$5.37M
4
CNXN icon
PC Connection
CNXN
+$5.17M
5
TD icon
Toronto Dominion Bank
TD
+$4.79M

Sector Composition

1 Financials 21.1%
2 Industrials 17.2%
3 Technology 13.45%
4 Materials 12.58%
5 Healthcare 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$210K 0.03%
1,300
-135
402
$204K 0.02%
36,600
-57,800
403
$203K 0.02%
100,600
-227,700
404
$203K 0.02%
840
+100
405
$203K 0.02%
+4,300
406
$199K 0.02%
+13,114
407
$183K 0.02%
1,000
408
$179K 0.02%
720
+290
409
$160K 0.02%
2,970
410
$147K 0.02%
6,673
+4,303
411
$143K 0.02%
450
412
$137K 0.02%
5,119
+151
413
$130K 0.02%
1,185
+65
414
$121K 0.01%
840
415
$121K 0.01%
+1,340
416
$111K 0.01%
680
+5
417
$111K 0.01%
390
-1,635
418
$109K 0.01%
1,140
-210
419
$108K 0.01%
8,030
-1,750
420
$100K 0.01%
3,828
421
$99K 0.01%
2,610
-960
422
$96K 0.01%
281
-50
423
$96K 0.01%
580
+240
424
$90K 0.01%
1,330
+780
425
$88K 0.01%
1,980
+1,920
15 16
17
18 19