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
426
$93K 0.01%
17,200
427
$92K 0.01%
+406
428
$91K 0.01%
3,970
+420
429
$91K 0.01%
+5,300
430
$90K 0.01%
+4,700
431
$89K 0.01%
2,945
-1,894
432
$89K 0.01%
388
-2,467
433
$89K 0.01%
6,175
+5,600
434
$87K 0.01%
11,300
435
$86K 0.01%
5,300
436
$85K 0.01%
+3,100
437
$83K 0.01%
+6,300
438
$82K 0.01%
850
-158
439
$82K 0.01%
+7,400
440
$82K 0.01%
+4,500
441
$81K 0.01%
17,100
442
$80K 0.01%
3,200
443
$79K 0.01%
286
+55
444
$79K 0.01%
+13,900
445
$78K 0.01%
+3,300
446
$77K 0.01%
34,000
447
$77K 0.01%
+898
448
$76K 0.01%
+8,600
449
$75K 0.01%
3,400
450
$74K 0.01%
2,300
-300
16 17
18
19 20