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
$1.1B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$17.6M
4
HBM icon
Hudbay
HBM
+$16.3M
5
BCE icon
BCE
BCE
+$15.1M

Top Sells

1
+$12.8M
2
+$10.3M
3
+$9.5M
4
ERF
Enerplus Corporation
ERF
+$8.38M
5
RCI icon
Rogers Communications
RCI
+$7.78M

Sector Composition

1 Financials 24.63%
2 Materials 13.3%
3 Energy 10.4%
4 Industrials 9.41%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$519K 0.05%
11,560
+1,700
302
$519K 0.05%
26,400
+4,000
303
$515K 0.05%
2,800
+360
304
$513K 0.05%
3,250
+2,900
305
$513K 0.05%
1,696
+257
306
$513K 0.05%
19,800
-1,200
307
$513K 0.05%
9,700
-100
308
$511K 0.05%
+18,600
309
$509K 0.05%
26,400
310
$509K 0.05%
8,650
+1,330
311
$507K 0.05%
+9,860
312
$503K 0.05%
11,600
+1,630
313
$502K 0.05%
+6,250
314
$501K 0.05%
3,200
-10,700
315
$499K 0.05%
13,430
+300
316
$499K 0.05%
8,230
+8,100
317
$498K 0.05%
+8,540
318
$492K 0.04%
6,800
+6,720
319
$492K 0.04%
+9,850
320
$491K 0.04%
+7,100
321
$490K 0.04%
5,600
-19,100
322
$487K 0.04%
+2,700
323
$484K 0.04%
+5,290
324
$483K 0.04%
11,360
+1,600
325
$480K 0.04%
3,556
+878
11 12
13
14 15