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
$1.01B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10M
3
+$8.6M
4
BTE icon
Baytex Energy
BTE
+$6.64M
5
OGI
Organigram Holdings
OGI
+$6.09M

Top Sells

1
+$16.3M
2
+$16M
3
+$15.3M
4
RY icon
Royal Bank of Canada
RY
+$14.4M
5
BCE icon
BCE
BCE
+$12.9M

Sector Composition

1 Financials 24.35%
2 Energy 12.96%
3 Industrials 12.54%
4 Materials 10.72%
5 Technology 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-16,100
702
– –
-22,588
703
– –
-6,350
704
– –
-92,941
25 26 27 28
29