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
$1.26B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.66M
3
+$8.76M
4
SU icon
Suncor Energy
SU
+$8.43M
5
CVE icon
Cenovus Energy
CVE
+$8.01M

Top Sells

1
+$13.5M
2
+$13M
3
+$10.4M
4
LSPD icon
Lightspeed Commerce
LSPD
+$7.68M
5
BHC icon
Bausch Health
BHC
+$7.62M

Sector Composition

1 Financials 20.44%
2 Technology 16.63%
3 Industrials 11.84%
4 Consumer Discretionary 11.61%
5 Healthcare 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$555K 0.04%
+15,625
377
$555K 0.04%
4,380
-20
378
$555K 0.04%
3,670
+100
379
$550K 0.04%
+12,000
380
$549K 0.04%
7,620
+100
381
$548K 0.04%
+5,500
382
$540K 0.04%
+10,500
383
$535K 0.04%
4,295
+4,200
384
$534K 0.04%
1,430
-30
385
$534K 0.04%
+7,200
386
$523K 0.04%
20,280
+5,580
387
$522K 0.04%
+5,800
388
$511K 0.04%
+5,200
389
$511K 0.04%
+8,060
390
$501K 0.04%
+6,100
391
$477K 0.04%
+8,400
392
$471K 0.04%
14,250
+100
393
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4,485
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394
$434K 0.03%
11,730
+855
395
$424K 0.03%
202,363
-348,000
396
$419K 0.03%
2,075
+60
397
$396K 0.03%
16,600
398
$395K 0.03%
6,210
399
$374K 0.03%
16,900
400
$313K 0.02%
15,081
-2,000
14 15
16
17 18