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
$1.98B
AUM Growth
+$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$59.4M
3
+$53.9M
4
SHOP icon
Shopify
SHOP
+$50.3M
5
AEM icon
Agnico Eagle Mines
AEM
+$42.9M

Top Sells

1
+$37M
2
+$25.8M
3
+$24.9M
4
EGO icon
Eldorado Gold
EGO
+$16.6M
5
NEM icon
Newmont
NEM
+$9.06M

Sector Composition

1 Financials 24.8%
2 Technology 17.19%
3 Materials 13.69%
4 Energy 13.39%
5 Industrials 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
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-228,800
577
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-35,050
578
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-19,600
579
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-288,115
580
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-60
581
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-74,488
582
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-985,956
583
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-3,060
584
$0 ﹤0.01%
85
585
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-140
586
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-77,497
587
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-27,850
588
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-1,440
589
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-3,780
590
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-170
591
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-1,000
592
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-448,137
593
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-50
594
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-1,573
595
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-24,100
596
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-260
597
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-58,648
598
– –
-285,060
599
– –
-24,000
600
– –
-28,138
22 23
24
25 26