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

Top Buys

1
+$25.9M
2
+$10.7M
3
+$5.95M
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$5.95M
5
KOP icon
Koppers
KOP
+$5.85M

Top Sells

1
+$22.4M
2
+$19.2M
3
+$15.3M
4
PBA icon
Pembina Pipeline
PBA
+$12.2M
5
AGI icon
Alamos Gold
AGI
+$10.6M

Sector Composition

1 Financials 23.2%
2 Industrials 16.57%
3 Materials 11.24%
4 Technology 11.22%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
100
527
$5K ﹤0.01%
+50
528
$5K ﹤0.01%
120
529
$5K ﹤0.01%
41
530
$5K ﹤0.01%
25
531
$5K ﹤0.01%
+400
532
$5K ﹤0.01%
90
533
$5K ﹤0.01%
+35
534
$5K ﹤0.01%
+473
535
$5K ﹤0.01%
35
536
$5K ﹤0.01%
35
537
$5K ﹤0.01%
45
-10
538
$4K ﹤0.01%
40
539
$4K ﹤0.01%
250
540
$4K ﹤0.01%
35
-5
541
$4K ﹤0.01%
25
-5
542
$4K ﹤0.01%
40
543
$4K ﹤0.01%
25
-320
544
$4K ﹤0.01%
90
545
$4K ﹤0.01%
70
-30
546
$4K ﹤0.01%
35
-5
547
$4K ﹤0.01%
70
548
$4K ﹤0.01%
40
-10
549
$4K ﹤0.01%
120
-150
550
$4K ﹤0.01%
270
-100
20 21
22
23 24