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
$1.55B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.7M
3
+$11.2M
4
CLS icon
Celestica
CLS
+$11.2M
5
B
Barrick Mining
B
+$11.1M

Top Sells

1
+$22.4M
2
+$19.3M
3
+$16.4M
4
BTE icon
Baytex Energy
BTE
+$14.7M
5
BBU
Brookfield Business Partners
BBU
+$12M

Sector Composition

1 Energy 19.14%
2 Financials 18.55%
3 Technology 15.87%
4 Materials 12.56%
5 Industrials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$11K ﹤0.01%
15
-56
527
$11K ﹤0.01%
120
-5,000
528
$10K ﹤0.01%
75
529
$10K ﹤0.01%
180
-78,584
530
$10K ﹤0.01%
70
-3,600
531
$10K ﹤0.01%
120
532
$10K ﹤0.01%
140
533
$9K ﹤0.01%
80
534
$9K ﹤0.01%
420
+100
535
$9K ﹤0.01%
450
-22,100
536
$8K ﹤0.01%
220
537
$8K ﹤0.01%
20
-1,170
538
$7K ﹤0.01%
100
-8,900
539
$7K ﹤0.01%
50
540
$6K ﹤0.01%
+100
541
$5K ﹤0.01%
10
542
$4K ﹤0.01%
+10
543
$4K ﹤0.01%
10
544
$2K ﹤0.01%
10
545
$2K ﹤0.01%
40
-600
546
$1K ﹤0.01%
8
547
$1K ﹤0.01%
+50
548
$1K ﹤0.01%
+25
549
– –
-966
550
– –
-9,360
20 21
22
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