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
$1.11B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$8.29M
3
+$7.84M
4
RBA icon
RB Global
RBA
+$7.83M
5
CCJ icon
Cameco
CCJ
+$7.78M

Top Sells

1
+$20.2M
2
+$13.8M
3
+$13.7M
4
MEOH icon
Methanex
MEOH
+$11.6M
5
B
Barrick Mining
B
+$8.93M

Sector Composition

1 Energy 17.98%
2 Technology 16.84%
3 Financials 16.57%
4 Industrials 14.53%
5 Healthcare 13.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.14M 0.37%
80,170
-12,700
102
$4.13M 0.37%
325,800
+57,200
103
$4.11M 0.37%
147,500
-23,200
104
$4.08M 0.37%
+172,300
105
$4.04M 0.37%
173,700
-22,300
106
$4.03M 0.36%
25,650
107
$4.02M 0.36%
75,800
108
$4M 0.36%
9,150
+1,000
109
$3.97M 0.36%
182,400
+13,000
110
$3.93M 0.36%
173,600
111
$3.91M 0.35%
+254,000
112
$3.91M 0.35%
112,400
113
$3.89M 0.35%
+214,900
114
$3.81M 0.34%
228,490
+96,100
115
$3.76M 0.34%
+337,400
116
$3.75M 0.34%
265,560
-191,780
117
$3.75M 0.34%
506,300
118
$3.74M 0.34%
+999,114
119
$3.68M 0.33%
276,376
-4,708
120
$3.65M 0.33%
121,300
121
$3.62M 0.33%
195,300
-13,600
122
$3.62M 0.33%
46,504
-8,600
123
$3.59M 0.32%
82,300
-500
124
$3.59M 0.32%
99,700
-2,000
125
$3.56M 0.32%
154,600
3 4
5
6 7