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
$1.26B
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$12.4M
3
+$11.3M
4
BN icon
Brookfield
BN
+$10.5M
5
NOA
North American Construction
NOA
+$6.52M

Top Sells

1
+$31.9M
2
+$28.3M
3
+$23.5M
4
KGC icon
Kinross Gold
KGC
+$14.3M
5
PRMW
Primo Water Corporation
PRMW
+$13.4M

Sector Composition

1 Technology 24.63%
2 Healthcare 16.72%
3 Industrials 16.4%
4 Financials 13.75%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11.9K ﹤0.01%
330
477
$11.8K ﹤0.01%
500
-163,470
478
$11.8K ﹤0.01%
+450
479
$11.7K ﹤0.01%
160
480
$10.7K ﹤0.01%
+550
481
$9.45K ﹤0.01%
100
-43,639
482
$8.24K ﹤0.01%
90
-16,410
483
$8.2K ﹤0.01%
135
-20
484
$7.97K ﹤0.01%
500
485
$7.95K ﹤0.01%
220
486
$7.94K ﹤0.01%
25
-5
487
$7.9K ﹤0.01%
40
488
$7.86K ﹤0.01%
140
-20
489
$7.85K ﹤0.01%
300
-30
490
$7.67K ﹤0.01%
130
491
$7.47K ﹤0.01%
380
492
$7.47K ﹤0.01%
90
-10
493
$7.4K ﹤0.01%
80
-10
494
$7.36K ﹤0.01%
200
495
$7.3K ﹤0.01%
60
-10
496
$7.28K ﹤0.01%
70
+10
497
$7.28K ﹤0.01%
1,000
498
$7.21K ﹤0.01%
+170
499
$7.15K ﹤0.01%
70
500
$7.13K ﹤0.01%
+100
18 19
20
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