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
$1.26B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.63M
3
+$8.51M
4
SU icon
Suncor Energy
SU
+$8.07M
5
IMO icon
Imperial Oil
IMO
+$7.79M

Top Sells

1
+$13.8M
2
+$13M
3
+$10.5M
4
BHC icon
Bausch Health
BHC
+$7.87M
5
LSPD icon
Lightspeed Commerce
LSPD
+$7.68M

Sector Composition

1 Financials 20.44%
2 Technology 16.63%
3 Industrials 11.84%
4 Consumer Discretionary 11.61%
5 Healthcare 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
560
527
$12K ﹤0.01%
220
-12,000
528
$12K ﹤0.01%
135
-7,800
529
$12K ﹤0.01%
65
-3,600
530
$12K ﹤0.01%
+40
531
$12K ﹤0.01%
65
532
$11K ﹤0.01%
60
-2,750
533
$11K ﹤0.01%
+20
534
$11K ﹤0.01%
70
-3,800
535
$11K ﹤0.01%
30
-1,780
536
$11K ﹤0.01%
+160
537
$11K ﹤0.01%
+150
538
$11K ﹤0.01%
160
-9,100
539
$11K ﹤0.01%
80
-4,000
540
$10K ﹤0.01%
300
-15,200
541
$10K ﹤0.01%
500
-26,300
542
$10K ﹤0.01%
350
543
$10K ﹤0.01%
+80
544
$10K ﹤0.01%
+220
545
$10K ﹤0.01%
185
546
$10K ﹤0.01%
350
-37,800
547
$10K ﹤0.01%
96
-212
548
$10K ﹤0.01%
190
-123,480
549
$9K ﹤0.01%
120
-5,700
550
$9K ﹤0.01%
90
20 21
22
23 24