HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.68B
1-Year Est. Return 62.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+62.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.74M
3
+$4.5M
4
BBU
Brookfield Business Partners
BBU
+$4.07M
5
OSB
Norbord Inc.
OSB
+$3.42M

Top Sells

1
+$9.36M
2
+$7.64M
3
+$6.7M
4
HBM icon
Hudbay
HBM
+$5.91M
5
RY icon
Royal Bank of Canada
RY
+$5.49M

Sector Composition

1 Financials 23.11%
2 Technology 11.93%
3 Energy 8.52%
4 Real Estate 8.27%
5 Materials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
119
+13
427
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14
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429
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40
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26
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$2K ﹤0.01%
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$2K ﹤0.01%
30
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$2K ﹤0.01%
40
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40
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446
$2K ﹤0.01%
210
-40
447
$2K ﹤0.01%
10
448
$1K ﹤0.01%
47
-62
449
$1K ﹤0.01%
20
450
$1K ﹤0.01%
8
16 17
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