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
501
$12K ﹤0.01%
+200
502
$11K ﹤0.01%
350
503
$11K ﹤0.01%
+150
504
$11K ﹤0.01%
1,275
505
$11K ﹤0.01%
100
506
$10K ﹤0.01%
160
507
$10K ﹤0.01%
120
508
$10K ﹤0.01%
925
509
$10K ﹤0.01%
60
510
$10K ﹤0.01%
230
+50
511
$10K ﹤0.01%
300
-10,900
512
$10K ﹤0.01%
85
513
$10K ﹤0.01%
50
514
$10K ﹤0.01%
255
515
$9K ﹤0.01%
80
-100
516
$9K ﹤0.01%
52
517
$9K ﹤0.01%
75
518
$9K ﹤0.01%
16
-58
519
$8K ﹤0.01%
+200
520
$8K ﹤0.01%
960
-485,340
521
$7K ﹤0.01%
180
522
$7K ﹤0.01%
125
523
$7K ﹤0.01%
300
524
$6K ﹤0.01%
230
525
$6K ﹤0.01%
24
-5
19 20
21
22 23