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
$1.1B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.2M
3
+$7.88M
4
AQN icon
Algonquin Power & Utilities
AQN
+$6.98M
5
SSRM icon
SSR Mining
SSRM
+$5.97M

Top Sells

1
+$11.8M
2
+$7.87M
3
+$7.28M
4
BMO icon
Bank of Montreal
BMO
+$7.04M
5
BN icon
Brookfield
BN
+$7.02M

Sector Composition

1 Materials 17.7%
2 Technology 16.92%
3 Financials 14.83%
4 Industrials 13.96%
5 Healthcare 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
+25
502
$5K ﹤0.01%
+70
503
$5K ﹤0.01%
+330
504
$5K ﹤0.01%
+60
505
$5K ﹤0.01%
104
-24
506
$5K ﹤0.01%
+350
507
$5K ﹤0.01%
+15
508
$5K ﹤0.01%
+2,000
509
$5K ﹤0.01%
100
+30
510
$4K ﹤0.01%
+76
511
$4K ﹤0.01%
+40
512
$4K ﹤0.01%
35
513
$4K ﹤0.01%
30
514
$4K ﹤0.01%
420
-400
515
$4K ﹤0.01%
30
-15
516
$4K ﹤0.01%
35
-10
517
$3K ﹤0.01%
30
518
$3K ﹤0.01%
100
-30
519
$3K ﹤0.01%
40
520
$3K ﹤0.01%
25
521
$3K ﹤0.01%
20
-20
522
$3K ﹤0.01%
60
-1,920
523
$3K ﹤0.01%
60
-600
524
$3K ﹤0.01%
25
-10
525
$3K ﹤0.01%
20
19 20
21
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