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
201
$773K 0.07%
17,100
-500
202
$772K 0.07%
10,100
203
$770K 0.07%
2,800
-800
204
$765K 0.07%
10,600
-2,000
205
$763K 0.07%
17,200
-5,000
206
$763K 0.07%
13,500
207
$763K 0.07%
26,100
208
$761K 0.07%
+15,800
209
$761K 0.07%
38,200
+12,884
210
$758K 0.07%
25,300
211
$756K 0.07%
14,300
-1,000
212
$756K 0.07%
+45,900
213
$752K 0.07%
+9,500
214
$748K 0.07%
18,700
-1,000
215
$747K 0.07%
+10,600
216
$746K 0.07%
+18,500
217
$744K 0.07%
+17,400
218
$744K 0.07%
+23,800
219
$742K 0.07%
30,075
+4,000
220
$741K 0.07%
+19,381
221
$737K 0.07%
11,300
222
$736K 0.07%
9,200
-2,300
223
$736K 0.07%
+25,100
224
$733K 0.07%
+25,200
225
$733K 0.07%
80,500
7 8
9
10 11