HIM

Hillsdale Investment Management Portfolio holdings

AUM $2.71B
1-Year Return 43.79%
This Quarter Return
+12.14%
1 Year Return
+43.79%
3 Year Return
+197.89%
5 Year Return
+621.69%
10 Year Return
+2,572.94%
AUM
$1.15B
AUM Growth
+$7.08M
Cap. Flow
-$55.2M
Cap. Flow %
-4.8%
Top 10 Hldgs %
19.95%
Holding
701
New
100
Increased
161
Reduced
172
Closed
120

Sector Composition

1 Financials 23.2%
2 Industrials 16.57%
3 Materials 11.24%
4 Technology 11.22%
5 Energy 8.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UBA
701
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
-2,900
Closed -$69K