HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$16.2M
3
+$15.6M
4
CNQ icon
Canadian Natural Resources
CNQ
+$10.1M
5
STN icon
Stantec
STN
+$9.76M

Top Sells

1
+$29.9M
2
+$20.5M
3
+$13.6M
4
RBA icon
RB Global
RBA
+$12.4M
5
KGC icon
Kinross Gold
KGC
+$10.8M

Sector Composition

1 Financials 19.96%
2 Technology 19.32%
3 Industrials 13.26%
4 Healthcare 11.59%
5 Materials 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
8
527
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-836,100
528
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529
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530
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531
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-889,700
532
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-93,700
533
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-62,100
534
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-118,683
535
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-56,600
536
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-7,900
537
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-5,100
538
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-62,482
539
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-314,820
540
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-5,300
541
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-45
542
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-5,090
543
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544
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545
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546
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-191,809
547
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-900
548
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549
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-69
550
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-73,300
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