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
$1.17B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.3M
3
+$9.26M
4
AGI icon
Alamos Gold
AGI
+$8.89M
5
MEOH icon
Methanex
MEOH
+$8.5M

Top Sells

1
+$18.7M
2
+$14.2M
3
+$14.1M
4
EFXT
Enerflex
EFXT
+$13.6M
5
STKL
SunOpta
STKL
+$11.1M

Sector Composition

1 Technology 24.85%
2 Financials 16.43%
3 Healthcare 15.76%
4 Industrials 14.37%
5 Energy 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$387 ﹤0.01%
21
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553
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554
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567
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570
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571
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572
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575
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-85,000
21 22
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