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
$1.01B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10M
3
+$8.6M
4
BTE icon
Baytex Energy
BTE
+$6.64M
5
OGI
Organigram Holdings
OGI
+$6.09M

Top Sells

1
+$16.3M
2
+$16M
3
+$15.3M
4
RY icon
Royal Bank of Canada
RY
+$14.4M
5
BCE icon
BCE
BCE
+$12.9M

Sector Composition

1 Financials 24.35%
2 Energy 12.96%
3 Industrials 12.54%
4 Materials 10.72%
5 Technology 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$488K 0.05%
26,000
+25,500
352
$487K 0.05%
6,990
+300
353
$483K 0.05%
+4,250
354
$480K 0.05%
+1,530
355
$477K 0.05%
10,630
356
$473K 0.05%
14,120
357
$471K 0.05%
140
358
$468K 0.05%
11,600
359
$467K 0.05%
6,020
360
$465K 0.05%
+8,250
361
$460K 0.05%
3,700
362
$453K 0.04%
10,160
+200
363
$452K 0.04%
2,700
364
$452K 0.04%
9,150
+500
365
$449K 0.04%
+9,311
366
$440K 0.04%
21,160
367
$430K 0.04%
5,290
368
$423K 0.04%
+6,360
369
$421K 0.04%
5,800
370
$418K 0.04%
18,450
+3,300
371
$418K 0.04%
9,050
372
$416K 0.04%
23,700
373
$414K 0.04%
+93,500
374
$413K 0.04%
4,790
375
$413K 0.04%
1,320
13 14
15
16 17