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
$763M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.43M
3
+$8.8M
4
RCI icon
Rogers Communications
RCI
+$8.63M
5
BBU
Brookfield Business Partners
BBU
+$8.18M

Top Sells

1
+$24.2M
2
+$11.9M
3
+$9.46M
4
GIB icon
CGI
GIB
+$8.48M
5
OSB
Norbord Inc.
OSB
+$8.28M

Sector Composition

1 Financials 25.18%
2 Energy 14.29%
3 Industrials 11.27%
4 Materials 9.9%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$75K 0.01%
4,400
-31,600
277
$75K 0.01%
1,367
-8,033
278
$74K 0.01%
+2,500
279
$74K 0.01%
+1,500
280
$73K 0.01%
350
-1,900
281
$73K 0.01%
2,700
-9,800
282
$73K 0.01%
+1,700
283
$72K 0.01%
+1,300
284
$68K 0.01%
+1,000
285
$66K 0.01%
+3,500
286
$65K 0.01%
+1,500
287
$63K 0.01%
565
-2,920
288
$60K 0.01%
780
289
$60K 0.01%
+14,700
290
$58K 0.01%
700
-2,700
291
$57K 0.01%
570
-17,730
292
$57K 0.01%
+1,850
293
$56K 0.01%
520
+460
294
$52K 0.01%
+1,700
295
$51K 0.01%
+2,300
296
$51K 0.01%
500
-3,400
297
$50K 0.01%
940
-11,060
298
$50K 0.01%
300
299
$50K 0.01%
+1,800
300
$50K 0.01%
940
-6,900
10 11
12
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