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
$1.11B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.63M
3
+$8.57M
4
RBA icon
RB Global
RBA
+$8.54M
5
CCJ icon
Cameco
CCJ
+$7.51M

Top Sells

1
+$20.2M
2
+$16.5M
3
+$15.3M
4
MEOH icon
Methanex
MEOH
+$13.3M
5
B
Barrick Mining
B
+$8.93M

Sector Composition

1 Energy 17.98%
2 Technology 16.79%
3 Financials 16.57%
4 Industrials 14.59%
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%
+100
486
$16K ﹤0.01%
800
-450
487
$16K ﹤0.01%
435
-250
488
$15K ﹤0.01%
140
489
$14K ﹤0.01%
825
490
$14K ﹤0.01%
50
-2,100
491
$14K ﹤0.01%
315
-13,950
492
$14K ﹤0.01%
595
493
$12K ﹤0.01%
+220
494
$12K ﹤0.01%
+85
495
$12K ﹤0.01%
+120
496
$12K ﹤0.01%
+200
497
$12K ﹤0.01%
100
498
$12K ﹤0.01%
100
-4,000
499
$12K ﹤0.01%
30
-1,450
500
$12K ﹤0.01%
3,200
18 19
20
21 22