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
$1.1B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$17.6M
4
HBM icon
Hudbay
HBM
+$16.3M
5
BCE icon
BCE
BCE
+$15.1M

Top Sells

1
+$12.8M
2
+$10.3M
3
+$9.5M
4
ERF
Enerplus Corporation
ERF
+$8.38M
5
RCI icon
Rogers Communications
RCI
+$7.78M

Sector Composition

1 Financials 24.63%
2 Materials 13.3%
3 Energy 10.4%
4 Industrials 9.41%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
130
-180
527
$5K ﹤0.01%
25
+15
528
$5K ﹤0.01%
100
-20
529
$5K ﹤0.01%
330
-37,330
530
$5K ﹤0.01%
40
-10
531
$5K ﹤0.01%
45
+5
532
$5K ﹤0.01%
50
+20
533
$5K ﹤0.01%
+150
534
$5K ﹤0.01%
330
+120
535
$5K ﹤0.01%
1,150
-250
536
$4K ﹤0.01%
45
+15
537
$4K ﹤0.01%
180
-20
538
$4K ﹤0.01%
35
+10
539
$4K ﹤0.01%
240
-40
540
$4K ﹤0.01%
30
541
$4K ﹤0.01%
65
-10
542
$4K ﹤0.01%
41
+6
543
$4K ﹤0.01%
72
+16
544
$4K ﹤0.01%
80
545
$4K ﹤0.01%
45
-4,890
546
$4K ﹤0.01%
90
547
$4K ﹤0.01%
+176
548
$4K ﹤0.01%
30
+5
549
$4K ﹤0.01%
70
+10
550
$4K ﹤0.01%
70
+10
20 21
22
23 24