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
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.7M
3
+$17.7M
4
BCE icon
BCE
BCE
+$14.6M
5
HBM icon
Hudbay
HBM
+$14.1M

Top Sells

1
+$13M
2
+$9.23M
3
+$9.01M
4
ERF
Enerplus Corporation
ERF
+$8.52M
5
RCI icon
Rogers Communications
RCI
+$7.79M

Sector Composition

1 Financials 24.63%
2 Materials 13.3%
3 Energy 10.4%
4 Industrials 9.46%
5 Technology 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
40
527
$5K ﹤0.01%
130
-180
528
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25
+15
529
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100
-20
530
$5K ﹤0.01%
330
-37,330
531
$5K ﹤0.01%
40
-10
532
$5K ﹤0.01%
45
+5
533
$5K ﹤0.01%
50
+20
534
$5K ﹤0.01%
+150
535
$5K ﹤0.01%
330
+120
536
$4K ﹤0.01%
45
+15
537
$4K ﹤0.01%
+176
538
$4K ﹤0.01%
30
+5
539
$4K ﹤0.01%
70
+10
540
$4K ﹤0.01%
30
+5
541
$4K ﹤0.01%
130
-20
542
$4K ﹤0.01%
180
-20
543
$4K ﹤0.01%
35
+10
544
$4K ﹤0.01%
240
-40
545
$4K ﹤0.01%
30
546
$4K ﹤0.01%
65
-10
547
$4K ﹤0.01%
41
+6
548
$4K ﹤0.01%
72
+16
549
$4K ﹤0.01%
80
550
$4K ﹤0.01%
45
-4,890
20 21
22
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