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
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.2M
3
+$7.88M
4
AQN icon
Algonquin Power & Utilities
AQN
+$6.98M
5
SSRM icon
SSR Mining
SSRM
+$5.97M

Top Sells

1
+$11.8M
2
+$7.87M
3
+$7.28M
4
BMO icon
Bank of Montreal
BMO
+$7.04M
5
BN icon
Brookfield
BN
+$7.02M

Sector Composition

1 Materials 17.7%
2 Technology 16.92%
3 Financials 14.83%
4 Industrials 13.96%
5 Healthcare 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
15
527
$3K ﹤0.01%
40
-40
528
$3K ﹤0.01%
10
529
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45
-25
530
$3K ﹤0.01%
3
531
$3K ﹤0.01%
270
532
$3K ﹤0.01%
130
533
$2K ﹤0.01%
10
-10
534
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80
535
$2K ﹤0.01%
50
-50
536
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20
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537
$2K ﹤0.01%
40
538
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15
539
$2K ﹤0.01%
15
540
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50
541
$2K ﹤0.01%
20
-10
542
$2K ﹤0.01%
50
-25
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10
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30
545
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-15
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30
-15
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$2K ﹤0.01%
15
548
$1K ﹤0.01%
40
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549
$1K ﹤0.01%
12
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550
$1K ﹤0.01%
5
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20 21
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23 24