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
476
$27K ﹤0.01%
+325
477
$24K ﹤0.01%
1,800
-700
478
$21K ﹤0.01%
505
+240
479
$21K ﹤0.01%
220
480
$21K ﹤0.01%
249
-218
481
$18K ﹤0.01%
830
482
$17K ﹤0.01%
211
-211
483
$17K ﹤0.01%
1,130
-420
484
$17K ﹤0.01%
164
-10
485
$16K ﹤0.01%
435
-250
486
$16K ﹤0.01%
+100
487
$16K ﹤0.01%
800
-450
488
$15K ﹤0.01%
140
489
$14K ﹤0.01%
595
490
$14K ﹤0.01%
825
491
$14K ﹤0.01%
50
-2,100
492
$14K ﹤0.01%
315
-13,950
493
$12K ﹤0.01%
100
494
$12K ﹤0.01%
100
-4,000
495
$12K ﹤0.01%
30
-1,450
496
$12K ﹤0.01%
3,200
497
$12K ﹤0.01%
+200
498
$12K ﹤0.01%
+200
499
$12K ﹤0.01%
+220
500
$12K ﹤0.01%
+85
18 19
20
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