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
$1.1B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.2M
3
+$7.88M
4
AQN icon
Algonquin Power & Utilities
AQN
+$6.98M
5
SSRM icon
SSR Mining
SSRM
+$5.97M

Top Sells

1
+$11.8M
2
+$7.87M
3
+$7.28M
4
BMO icon
Bank of Montreal
BMO
+$7.04M
5
BN icon
Brookfield
BN
+$7.02M

Sector Composition

1 Materials 17.7%
2 Technology 16.92%
3 Financials 14.83%
4 Industrials 13.96%
5 Healthcare 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$52K ﹤0.01%
+2,200
427
$49K ﹤0.01%
2,400
+1,300
428
$48K ﹤0.01%
740
+120
429
$48K ﹤0.01%
2,982
+1,130
430
$47K ﹤0.01%
408
431
$47K ﹤0.01%
670
432
$46K ﹤0.01%
90
433
$45K ﹤0.01%
315
-10
434
$43K ﹤0.01%
2,460
+2,100
435
$43K ﹤0.01%
+600
436
$42K ﹤0.01%
+300
437
$41K ﹤0.01%
3,600
438
$40K ﹤0.01%
7,110
439
$40K ﹤0.01%
3,030
440
$39K ﹤0.01%
1,580
441
$39K ﹤0.01%
1,500
-300
442
$39K ﹤0.01%
210
-370
443
$39K ﹤0.01%
299
444
$38K ﹤0.01%
+520
445
$36K ﹤0.01%
140
+50
446
$35K ﹤0.01%
3,294
+900
447
$34K ﹤0.01%
+2,000
448
$33K ﹤0.01%
+9,900
449
$30K ﹤0.01%
+7,900
450
$29K ﹤0.01%
1,000
16 17
18
19 20