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
501
$21.1K ﹤0.01%
+80
502
$19.8K ﹤0.01%
1,400
-400
503
$19.5K ﹤0.01%
220
504
$19.3K ﹤0.01%
+45
505
$17.4K ﹤0.01%
800
506
$16.8K ﹤0.01%
50
507
$16.6K ﹤0.01%
435
508
$14.8K ﹤0.01%
825
509
$14.5K ﹤0.01%
200
510
$14.1K ﹤0.01%
416
-1,050
511
$13.9K ﹤0.01%
50
512
$13.7K ﹤0.01%
+170
513
$13.4K ﹤0.01%
350
-13,500
514
$13.2K ﹤0.01%
+110
515
$13.1K ﹤0.01%
+390
516
$12.2K ﹤0.01%
100
517
$12.1K ﹤0.01%
595
518
$12K ﹤0.01%
30
519
$12K ﹤0.01%
+220
520
$11.9K ﹤0.01%
+45
521
$11.9K ﹤0.01%
450
-380
522
$11.4K ﹤0.01%
220
523
$11.2K ﹤0.01%
75
524
$11.2K ﹤0.01%
200
525
$11K ﹤0.01%
925
19 20
21
22 23