HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.09%
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
+$5.43M
2
+$5.15M
3
+$4.62M
4
BHC icon
Bausch Health
BHC
+$4.41M
5
BBU
Brookfield Business Partners
BBU
+$4.21M

Top Sells

1
+$9.42M
2
+$6.92M
3
+$6.5M
4
HBM icon
Hudbay
HBM
+$6.06M
5
RY icon
Royal Bank of Canada
RY
+$5.69M

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%
20
427
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15
428
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40
+10
429
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15
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40
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26
+6
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10
436
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30
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70
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$2K ﹤0.01%
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15
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441
$2K ﹤0.01%
40
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$2K ﹤0.01%
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15
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10
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$2K ﹤0.01%
40
447
$2K ﹤0.01%
30
-10
448
$1K ﹤0.01%
10
449
$1K ﹤0.01%
24
-10
450
$1K ﹤0.01%
15
-5
16 17
18
19 20