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
$336M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.33M
3
+$5.73M
4
SLF icon
Sun Life Financial
SLF
+$2.6M
5
AG icon
First Majestic Silver
AG
+$2.18M

Top Sells

1
+$7.53M
2
+$5.74M
3
+$2.72M
4
BXE
Bellatrix Exploration Ltd.
BXE
+$2.44M
5
TU icon
Telus
TU
+$2.28M

Sector Composition

1 Energy 20.85%
2 Financials 18.27%
3 Industrials 12.85%
4 Technology 9.98%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$279K 0.08%
+35,700
227
$279K 0.08%
31,338
228
$277K 0.08%
4,040
-300
229
$277K 0.08%
8,350
230
$275K 0.08%
+40,075
231
$275K 0.08%
4,600
232
$272K 0.08%
+3,600
233
$272K 0.08%
10,000
234
$271K 0.08%
+14,050
235
$269K 0.08%
6,560
236
$269K 0.08%
12,340
237
$267K 0.08%
+8,100
238
$266K 0.08%
9,900
239
$266K 0.08%
8,000
-2,800
240
$265K 0.08%
6,600
241
$264K 0.08%
+14,000
242
$264K 0.08%
8,200
-1,000
243
$264K 0.08%
6,400
-100
244
$264K 0.08%
+9,600
245
$263K 0.08%
7,364
246
$262K 0.08%
+4,400
247
$259K 0.08%
10,500
+3,600
248
$256K 0.08%
15,008
249
$256K 0.08%
4,700
250
$255K 0.08%
13,730
+8,020
8 9
10
11 12