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
326
$518K 0.04%
10,600
+200
327
$518K 0.04%
3,480
+100
328
$517K 0.04%
+12,220
329
$516K 0.04%
39,700
+600
330
$515K 0.04%
+48,800
331
$514K 0.04%
5,800
-2,000
332
$510K 0.04%
1,540
-510
333
$510K 0.04%
+2,110
334
$509K 0.04%
1,939
-675
335
$506K 0.04%
+4,200
336
$506K 0.04%
82,967
-5,000
337
$503K 0.04%
8,800
-5,500
338
$502K 0.04%
8,600
-500
339
$502K 0.04%
347
-60
340
$501K 0.04%
12,260
+1,940
341
$499K 0.04%
+4,720
342
$498K 0.04%
5,850
-200
343
$496K 0.04%
7,840
-1,500
344
$496K 0.04%
1,790
345
$493K 0.04%
1,050
-150
346
$491K 0.04%
+10,880
347
$491K 0.04%
820
-565
348
$490K 0.04%
9,450
-1,200
349
$488K 0.04%
21,800
-100
350
$487K 0.04%
+2,255
12 13
14
15 16