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
$1.15B
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$10.7M
3
+$5.95M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$5.95M
5
KOP icon
Koppers
KOP
+$5.85M

Top Sells

1
+$22.4M
2
+$19.2M
3
+$15.3M
4
PBA icon
Pembina Pipeline
PBA
+$12.2M
5
AGI icon
Alamos Gold
AGI
+$10.6M

Sector Composition

1 Financials 23.2%
2 Industrials 16.57%
3 Materials 11.24%
4 Technology 11.22%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$37K ﹤0.01%
+320
452
$36K ﹤0.01%
735
-230
453
$36K ﹤0.01%
+1,000
454
$36K ﹤0.01%
700
455
$35K ﹤0.01%
1,783
-1,120
456
$33K ﹤0.01%
1,520
+160
457
$31K ﹤0.01%
1,300
+100
458
$30K ﹤0.01%
+1,300
459
$29K ﹤0.01%
1,800
+300
460
$29K ﹤0.01%
1,300
+100
461
$28K ﹤0.01%
800
462
$27K ﹤0.01%
+3,800
463
$27K ﹤0.01%
+1,500
464
$27K ﹤0.01%
1,200
-38,049
465
$27K ﹤0.01%
38,100
-351,384
466
$27K ﹤0.01%
+2,400
467
$26K ﹤0.01%
4,300
+400
468
$25K ﹤0.01%
1,300
+350
469
$25K ﹤0.01%
1,370
-3,300
470
$24K ﹤0.01%
500
-200
471
$24K ﹤0.01%
600
472
$24K ﹤0.01%
+4,700
473
$23K ﹤0.01%
7,900
+1,000
474
$22K ﹤0.01%
1,000
475
$21K ﹤0.01%
1,150
-1,950
17 18
19
20 21