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
$336M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.33M
3
+$5.73M
4
SLF icon
Sun Life Financial
SLF
+$2.6M
5
AG icon
First Majestic Silver
AG
+$2.18M

Top Sells

1
+$7.53M
2
+$5.74M
3
+$2.72M
4
BXE
Bellatrix Exploration Ltd.
BXE
+$2.44M
5
TU icon
Telus
TU
+$2.28M

Sector Composition

1 Energy 20.85%
2 Financials 18.27%
3 Industrials 12.85%
4 Technology 9.98%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
160
477
$8K ﹤0.01%
+200
478
$8K ﹤0.01%
103
479
$8K ﹤0.01%
240
480
$8K ﹤0.01%
+100
481
$8K ﹤0.01%
350
-21,700
482
$8K ﹤0.01%
260
483
$7K ﹤0.01%
+150
484
$7K ﹤0.01%
1,425
+725
485
$7K ﹤0.01%
100
-90
486
$7K ﹤0.01%
+350
487
$7K ﹤0.01%
200
488
$7K ﹤0.01%
80
489
$7K ﹤0.01%
300
490
$7K ﹤0.01%
100
491
$7K ﹤0.01%
260
-10,600
492
$7K ﹤0.01%
80
-3,950
493
$7K ﹤0.01%
100
494
$7K ﹤0.01%
200
495
$7K ﹤0.01%
70
496
$7K ﹤0.01%
12,000
+4,000
497
$7K ﹤0.01%
80
-2,900
498
$6K ﹤0.01%
800
-10,000
499
$6K ﹤0.01%
150
-4,900
500
$6K ﹤0.01%
350
-9,800
18 19
20
21 22