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
551
$4K ﹤0.01%
130
-80
552
$3K ﹤0.01%
60
553
$3K ﹤0.01%
15
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554
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50
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555
$3K ﹤0.01%
5
556
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20
557
$3K ﹤0.01%
60
-1,900
558
$3K ﹤0.01%
240
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15
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45
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90
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566
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567
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370
568
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400
569
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15
+5
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60
571
$2K ﹤0.01%
80
572
$2K ﹤0.01%
7
573
$2K ﹤0.01%
24
-12
574
$2K ﹤0.01%
10
575
$2K ﹤0.01%
15
-5
21 22
23
24 25