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
451
$74K 0.01%
2,500
452
$73K 0.01%
+6,752
453
$71K 0.01%
242
-147
454
$70K 0.01%
1,626
+354
455
$67K 0.01%
251
-268
456
$66K 0.01%
460
+141
457
$64K 0.01%
2,400
-23,400
458
$62K 0.01%
161
+31
459
$60K 0.01%
3,300
-500
460
$56K 0.01%
22,800
461
$55K 0.01%
6,202
-57,467
462
$54K ﹤0.01%
375
+210
463
$54K ﹤0.01%
1,350
-540
464
$52K ﹤0.01%
823
-5,332
465
$51K ﹤0.01%
640
-1,014
466
$49K ﹤0.01%
1,915
467
$47K ﹤0.01%
1,587
+787
468
$47K ﹤0.01%
10,800
-401,800
469
$46K ﹤0.01%
550
470
$44K ﹤0.01%
1,466
-249,550
471
$43K ﹤0.01%
764
472
$33K ﹤0.01%
700
473
$30K ﹤0.01%
700
474
$30K ﹤0.01%
1,330
-833
475
$28K ﹤0.01%
+9,400
17 18
19
20 21