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
476
$44K ﹤0.01%
+200
477
$44K ﹤0.01%
400
478
$44K ﹤0.01%
1,000
479
$44K ﹤0.01%
+1,500
480
$43K ﹤0.01%
+1,600
481
$43K ﹤0.01%
1,040
482
$43K ﹤0.01%
+2,700
483
$43K ﹤0.01%
+6,900
484
$43K ﹤0.01%
+9,300
485
$42K ﹤0.01%
1,900
-200
486
$42K ﹤0.01%
270
-280
487
$42K ﹤0.01%
2,400
-800
488
$42K ﹤0.01%
2,700
489
$41K ﹤0.01%
+2,500
490
$41K ﹤0.01%
+4,400
491
$41K ﹤0.01%
+2,500
492
$40K ﹤0.01%
4,000
+2,000
493
$39K ﹤0.01%
500
-600
494
$39K ﹤0.01%
18,100
495
$38K ﹤0.01%
+1,000
496
$37K ﹤0.01%
10,300
497
$37K ﹤0.01%
+6,000
498
$37K ﹤0.01%
2,400
-700
499
$36K ﹤0.01%
+5,500
500
$36K ﹤0.01%
800
18 19
20
21 22