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
$2.71B
AUM Growth
+$742M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$28.3M
3
+$26.4M
4
AAPL icon
Apple
AAPL
+$24M
5
MSFT icon
Microsoft
MSFT
+$22.9M

Top Sells

1
+$36.9M
2
+$35.1M
3
+$25M
4
VRN
Veren
VRN
+$19.7M
5
MFC icon
Manulife Financial
MFC
+$19.6M

Sector Composition

1 Financials 23.94%
2 Technology 18.75%
3 Materials 14.21%
4 Industrials 9.07%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.21K ﹤0.01%
200
552
$7.12K ﹤0.01%
110
553
$7.04K ﹤0.01%
+35
554
$6.98K ﹤0.01%
+190
555
$6.95K ﹤0.01%
170
556
$6.94K ﹤0.01%
700
+150
557
$6.89K ﹤0.01%
+920
558
$6.88K ﹤0.01%
210
-40
559
$6.84K ﹤0.01%
200
560
$6.79K ﹤0.01%
150
561
$6.76K ﹤0.01%
+50
562
$6.72K ﹤0.01%
150
563
$6.7K ﹤0.01%
90
564
$6.65K ﹤0.01%
200
565
$6.64K ﹤0.01%
+150
566
$6.56K ﹤0.01%
180
567
$6.52K ﹤0.01%
+380
568
$6.49K ﹤0.01%
160
569
$6.49K ﹤0.01%
+300
570
$6.47K ﹤0.01%
800
+50
571
$6.46K ﹤0.01%
70
572
$6.43K ﹤0.01%
180
573
$6.37K ﹤0.01%
+330
574
$6.3K ﹤0.01%
230
575
$6.27K ﹤0.01%
100
-10
21 22
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24 25