HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.62B
1-Year Est. Return 56.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$11.9M
3 +$8.75M
4
OSB
Norbord Inc.
OSB
+$5.89M
5
RCI icon
Rogers Communications
RCI
+$5.86M

Top Sells

1 +$9.26M
2 +$8.69M
3 +$6.8M
4
BCE icon
BCE
BCE
+$5.28M
5
GSS
Golden Star Resources Ltd.
GSS
+$3.48M

Sector Composition

1 Financials 27.15%
2 Technology 12.84%
3 Energy 9.87%
4 Materials 8.37%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$373K 0.07%
+6,470
202
$371K 0.07%
5,640
203
$371K 0.07%
5,580
+4,700
204
$369K 0.07%
4,630
205
$364K 0.07%
1,330
206
$361K 0.07%
10,780
-1,000
207
$354K 0.07%
4,130
208
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+12,800
209
$353K 0.07%
3,600
-500
210
$349K 0.07%
7,600
211
$348K 0.07%
3,260
+560
212
$347K 0.07%
6,700
+200
213
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8,680
+8,560
214
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3,700
-200
215
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14,599
-35,801
216
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217
$330K 0.07%
1,600
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218
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219
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2,300
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220
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4,800
221
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2,270
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222
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223
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14,300
-1,000
224
$321K 0.06%
+20,700
225
$320K 0.06%
+8,417