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
$1.18B
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$16.4M
4
RY icon
Royal Bank of Canada
RY
+$12.7M
5
DCBO
Docebo
DCBO
+$10.7M

Top Sells

1
+$18M
2
+$16M
3
+$12.6M
4
WFG icon
West Fraser Timber
WFG
+$9.29M
5
BN icon
Brookfield
BN
+$8.88M

Sector Composition

1 Financials 19.34%
2 Technology 18%
3 Energy 17.8%
4 Healthcare 14.56%
5 Industrials 13.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$723K 0.06%
+31,300
227
$722K 0.06%
19,500
-3,000
228
$721K 0.06%
21,300
229
$721K 0.06%
+7,000
230
$720K 0.06%
+12,200
231
$719K 0.06%
81,000
-15,000
232
$719K 0.06%
+20,600
233
$707K 0.06%
6,100
+300
234
$705K 0.06%
8,500
+2,500
235
$704K 0.06%
13,700
-3,500
236
$702K 0.06%
+63,800
237
$702K 0.06%
+28,400
238
$702K 0.06%
24,600
-3,000
239
$697K 0.06%
+9,600
240
$697K 0.06%
16,200
-2,000
241
$697K 0.06%
+11,300
242
$696K 0.06%
15,100
-2,000
243
$695K 0.06%
8,500
+200
244
$695K 0.06%
+43,300
245
$693K 0.06%
32,200
-6,000
246
$692K 0.06%
25,200
247
$692K 0.06%
6,600
-200
248
$691K 0.06%
+18,900
249
$691K 0.06%
+3,500
250
$690K 0.06%
+6,000
8 9
10
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