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
$1.15B
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$7.13M
3
+$6M
4
BN icon
Brookfield
BN
+$5.77M
5
KOP icon
Koppers
KOP
+$5.38M

Top Sells

1
+$22.4M
2
+$19.2M
3
+$15.3M
4
PBA icon
Pembina Pipeline
PBA
+$11.8M
5
AGI icon
Alamos Gold
AGI
+$9.64M

Sector Composition

1 Financials 23.2%
2 Industrials 16.62%
3 Materials 11.24%
4 Technology 11.16%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
+400
527
$5K ﹤0.01%
90
528
$5K ﹤0.01%
+35
529
$5K ﹤0.01%
+473
530
$5K ﹤0.01%
50
531
$5K ﹤0.01%
90
-9,760
532
$5K ﹤0.01%
270
533
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30
534
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100
535
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35
536
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35
537
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45
-10
538
$4K ﹤0.01%
35
-5
539
$4K ﹤0.01%
40
540
$4K ﹤0.01%
250
541
$4K ﹤0.01%
35
-5
542
$4K ﹤0.01%
25
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40
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25
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545
$4K ﹤0.01%
90
546
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70
-30
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70
548
$4K ﹤0.01%
40
-10
549
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120
-150
550
$4K ﹤0.01%
270
-100
20 21
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