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
401
$144K 0.01%
304
+12
402
$135K 0.01%
825
+118
403
$135K 0.01%
5,366
404
$133K 0.01%
+86,531
405
$132K 0.01%
1,260
406
$132K 0.01%
680
+60
407
$131K 0.01%
814
-213
408
$127K 0.01%
15,100
409
$126K 0.01%
1,430
-1,230
410
$118K 0.01%
17,000
411
$117K 0.01%
2,650
+2,400
412
$116K 0.01%
1,216
-569
413
$114K 0.01%
7,400
414
$113K 0.01%
10,028
-61,471
415
$106K 0.01%
6,500
-235,000
416
$105K 0.01%
6,220
-1,330
417
$100K 0.01%
5,580
-2,200
418
$99K 0.01%
13,500
419
$99K 0.01%
3,600
+500
420
$98K 0.01%
2,600
421
$97K 0.01%
5,200
+200
422
$96K 0.01%
7,600
-11,500
423
$95K 0.01%
+4,100
424
$95K 0.01%
+4,900
425
$95K 0.01%
+12,400
15 16
17
18 19