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
$1.98B
AUM Growth
+$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$59.4M
3
+$53.9M
4
SHOP icon
Shopify
SHOP
+$50.3M
5
AEM icon
Agnico Eagle Mines
AEM
+$42.9M

Top Sells

1
+$37M
2
+$25.8M
3
+$24.9M
4
EGO icon
Eldorado Gold
EGO
+$16.6M
5
NEM icon
Newmont
NEM
+$9.06M

Sector Composition

1 Financials 24.8%
2 Technology 17.19%
3 Materials 13.69%
4 Energy 13.39%
5 Industrials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$226K 0.01%
+17,003
402
$226K 0.01%
+13,900
403
$220K 0.01%
31,600
-589,963
404
$211K 0.01%
+7,000
405
$203K 0.01%
+37,200
406
$201K 0.01%
19,625
407
$194K 0.01%
372
-280
408
$185K 0.01%
26,567
409
$180K 0.01%
14,443
-1,700
410
$178K 0.01%
40,900
-21,000
411
$173K 0.01%
112,771
-12,300
412
$172K 0.01%
1,521
-1,290
413
$167K 0.01%
16,358
414
$165K 0.01%
262
-360
415
$162K 0.01%
14,700
-800
416
$160K 0.01%
62,000
-3,000
417
$158K 0.01%
12,500
-8,700
418
$157K 0.01%
17,300
-6,600
419
$156K 0.01%
7,990
420
$152K 0.01%
5,500
-800
421
$152K 0.01%
9,181
422
$151K 0.01%
10,700
-5,450
423
$149K 0.01%
15,500
-4,000
424
$148K 0.01%
7,700
-2,500
425
$141K 0.01%
9,300
15 16
17
18 19