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
$1.49B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$21.6M
3
+$12.3M
4
CNI icon
Canadian National Railway
CNI
+$11.1M
5
NTR icon
Nutrien
NTR
+$9.87M

Top Sells

1
+$18M
2
+$15.2M
3
+$10.8M
4
CALX icon
Calix
CALX
+$8.42M
5
CNR
Core Natural Resources Inc
CNR
+$6.95M

Sector Composition

1 Financials 21.19%
2 Technology 17.57%
3 Energy 14%
4 Industrials 13.74%
5 Healthcare 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$38K ﹤0.01%
640
-22,900
502
$38K ﹤0.01%
+800
503
$37K ﹤0.01%
2,400
504
$35K ﹤0.01%
170
-90
505
$35K ﹤0.01%
290
-310
506
$35K ﹤0.01%
360
507
$34K ﹤0.01%
1,350
508
$34K ﹤0.01%
1,280
509
$30K ﹤0.01%
1,500
510
$30K ﹤0.01%
2,150
-3,200
511
$30K ﹤0.01%
1,400
-2,200
512
$27K ﹤0.01%
500
-18,000
513
$27K ﹤0.01%
9,300
514
$26K ﹤0.01%
+1,100
515
$25K ﹤0.01%
530
-93,200
516
$25K ﹤0.01%
+950
517
$25K ﹤0.01%
1,200
518
$24K ﹤0.01%
1,900
-800
519
$24K ﹤0.01%
+150
520
$23K ﹤0.01%
520
521
$23K ﹤0.01%
160
522
$21K ﹤0.01%
+750
523
$19K ﹤0.01%
4,800
-1,200
524
$19K ﹤0.01%
3,200
-114,700
525
$19K ﹤0.01%
+200
19 20
21
22 23