HIM

Hillsdale Investment Management Portfolio holdings

AUM $3.62B
1-Year Est. Return 56.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.3M
3
+$8.95M
4
BTE icon
Baytex Energy
BTE
+$7.78M
5
OGI
Organigram Holdings
OGI
+$6.58M

Top Sells

1
+$16.3M
2
+$16.1M
3
+$15.4M
4
RY icon
Royal Bank of Canada
RY
+$14.2M
5
BCE icon
BCE
BCE
+$12.8M

Sector Composition

1 Financials 24.35%
2 Energy 12.96%
3 Industrials 12.6%
4 Materials 10.72%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
25
527
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330
528
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-10
529
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45
530
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531
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-30
532
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40
+5
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534
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75
+10
535
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25
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536
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100
537
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70
538
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150
539
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330
540
$5K ﹤0.01%
50
+10
541
$5K ﹤0.01%
1,350
+200
542
$5K ﹤0.01%
40
+10
543
$4K ﹤0.01%
70
544
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35
-5
545
$4K ﹤0.01%
80
546
$4K ﹤0.01%
40
+10
547
$4K ﹤0.01%
180
548
$4K ﹤0.01%
30
549
$4K ﹤0.01%
88
+16
550
$4K ﹤0.01%
40
+5
20 21
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