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
$1.05B
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$11.8M
3
+$9.74M
4
MGA icon
Magna International
MGA
+$9.24M
5
OVV icon
Ovintiv
OVV
+$7.81M

Top Sells

1
+$17.8M
2
+$14.5M
3
+$14.4M
4
BTG icon
B2Gold
BTG
+$13.2M
5
FSV icon
FirstService
FSV
+$11.3M

Sector Composition

1 Technology 19.21%
2 Industrials 18.32%
3 Financials 16.7%
4 Materials 12.02%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
12
577
$1K ﹤0.01%
8
578
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579
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582
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584
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585
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-8,500
587
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588
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589
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590
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-19,500
591
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-5,933
592
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593
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-10,000
594
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595
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596
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-136,660
598
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599
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-29,600
600
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-123,600
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