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

Top Buys

1
+$12M
2
+$11.4M
3
+$9.61M
4
SLF icon
Sun Life Financial
SLF
+$8.75M
5
MEOH icon
Methanex
MEOH
+$8.59M

Top Sells

1
+$20.2M
2
+$14.9M
3
+$14.8M
4
CNQ icon
Canadian Natural Resources
CNQ
+$14.5M
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
552
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-15,900
553
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-4,200
554
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-16,700
555
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-825
556
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557
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-8,100
558
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-70,100
559
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-101,800
560
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-1,320,973
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-300
562
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-8,650
563
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-79,100
564
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-255
565
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-30,280
566
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-10,700
567
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-8,600
568
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-39,700
569
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570
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571
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-218,240
572
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-16,500
573
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-15,100
574
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-165,500
575
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-6,600
21 22
23
24 25