HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 50.09%
This Quarter Est. Return
1 Year Est. Return
+50.09%
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
526
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-10,200
527
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-250
528
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529
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530
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531
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532
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533
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-3,567
534
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535
$0 ﹤0.01%
8
536
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-70,400
537
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538
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-20,950
539
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540
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-330
541
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-14,400
542
$0 ﹤0.01%
1
543
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-7,425
544
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-600
545
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-4,015
546
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-7,400
547
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-6,550
548
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-3,400
549
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-2,100
550
– –
-36,000
20 21
22
23 24