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
251
$689K 0.06%
+14,500
252
$687K 0.06%
59,323
-11,000
253
$681K 0.06%
+20,211
254
$681K 0.06%
14,100
-5,700
255
$680K 0.06%
25,200
-164,900
256
$678K 0.06%
13,500
-1,950
257
$677K 0.06%
4,189
-430
258
$676K 0.06%
+30,956
259
$675K 0.06%
+8,000
260
$673K 0.06%
6,000
261
$671K 0.06%
29,900
-1,000
262
$669K 0.06%
+15,900
263
$662K 0.06%
+20,356
264
$660K 0.06%
+20,400
265
$658K 0.06%
19,000
266
$652K 0.06%
12,600
267
$647K 0.05%
+94,152
268
$644K 0.05%
8,954
-1,020
269
$643K 0.05%
+64,400
270
$637K 0.05%
89,300
-7,500
271
$634K 0.05%
+25,700
272
$632K 0.05%
+11,900
273
$627K 0.05%
18,500
-3,000
274
$625K 0.05%
11,500
-4,000
275
$620K 0.05%
9,000
9 10
11
12 13