HIM

Hillsdale Investment Management Portfolio holdings

AUM $2.71B
1-Year Est. Return 43.79%
This Quarter Est. Return
1 Year Est. Return
+43.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.08M
3
+$7.45M
4
MITL
Mitel Networks Corporation
MITL
+$5.56M
5
VRN
Veren
VRN
+$3.02M

Top Sells

1
+$16.4M
2
+$8.83M
3
+$3.5M
4
FSM icon
Fortuna Silver Mines
FSM
+$2.72M
5
MGA icon
Magna International
MGA
+$2.52M

Sector Composition

1 Energy 24.75%
2 Financials 17.46%
3 Materials 9.88%
4 Industrials 9.39%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-1,205
627
– –
-1,500
628
– –
-140
629
– –
-6,600
630
– –
-3,100
631
– –
-16,560
632
– –
-19,000
22 23 24 25
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