HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Quarter Est. Return
1 Year Est. Return
+50.09%
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 16.79%
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
176
$874K 0.08%
8,500
-1,200
177
$868K 0.08%
29,200
-4,000
178
$861K 0.08%
+12,600
179
$859K 0.08%
9,000
-500
180
$858K 0.08%
14,300
-3,000
181
$850K 0.08%
32,202
-15,210
182
$849K 0.08%
44,300
-3,000
183
$847K 0.08%
28,700
-3,000
184
$847K 0.08%
10,100
185
$842K 0.08%
9,767
+811
186
$836K 0.08%
6,000
-500
187
$819K 0.07%
39,600
-3,000
188
$815K 0.07%
21,200
-2,000
189
$815K 0.07%
6,700
190
$813K 0.07%
23,100
-1,000
191
$793K 0.07%
31,200
-1,000
192
$790K 0.07%
+22,500
193
$789K 0.07%
+25,700
194
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35,000
-5,000
195
$789K 0.07%
+14,200
196
$786K 0.07%
7,700
197
$782K 0.07%
31,100
198
$782K 0.07%
142,000
-35,000
199
$781K 0.07%
2,943
-24
200
$776K 0.07%
+12,700
6 7
8
9 10