HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.68B
1-Year Est. Return 62.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+62.12%
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
676
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677
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678
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679
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680
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681
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-7,470
682
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-228,800
683
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-21,100
684
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-35,050
685
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-19,600
686
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-288,115
687
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-60
688
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-74,488
689
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-985,956
690
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-3,060
691
$0 ﹤0.01%
85
692
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-448,137
693
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-14,646
694
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695
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696
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697
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698
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-15,670
699
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-73,640
700
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-102,356
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