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
526
$10.9K ﹤0.01%
120
527
$10.7K ﹤0.01%
+400
528
$9.89K ﹤0.01%
255
529
$9.74K ﹤0.01%
100
-5,879
530
$8.24K ﹤0.01%
+700
531
$7.33K ﹤0.01%
820
-140
532
$6.88K ﹤0.01%
230
533
$6.8K ﹤0.01%
300
534
$5.93K ﹤0.01%
+500
535
$5.7K ﹤0.01%
150
-200
536
$5.65K ﹤0.01%
125
537
$5.41K ﹤0.01%
24
538
$3.79K ﹤0.01%
150
539
$3.33K ﹤0.01%
220
540
$1.91K ﹤0.01%
5
541
$1.9K ﹤0.01%
110
542
$1.33K ﹤0.01%
5
543
$1.27K ﹤0.01%
200
544
$872 ﹤0.01%
5
545
$355 ﹤0.01%
21
546
– –
-12,400
547
– –
-197,900
548
– –
-110,356
549
– –
-62,900
550
– –
-861,716
20 21
22
23 24