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
$263M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.87M
3
+$7.94M
4
BTE icon
Baytex Energy
BTE
+$3.63M
5
CIGI icon
Colliers International
CIGI
+$3.6M

Top Sells

1
+$9.11M
2
+$7.71M
3
+$6.48M
4
BPY
Brookfield Property Partners L.P. Limited Partnership Units
BPY
+$4.98M
5
AAV
Advantage Oil & Gas Ltd
AAV
+$4.66M

Sector Composition

1 Financials 20.64%
2 Technology 12.21%
3 Communication Services 10.03%
4 Real Estate 9.31%
5 Materials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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604
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605
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607
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608
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609
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610
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-21,400
611
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-29,900
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613
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-7,200
614
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615
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617
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621
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622
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623
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-500
624
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625
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-4,100
23 24
25
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