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
$1.1B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$17.6M
4
HBM icon
Hudbay
HBM
+$16.3M
5
BCE icon
BCE
BCE
+$15.1M

Top Sells

1
+$12.8M
2
+$10.3M
3
+$9.5M
4
ERF
Enerplus Corporation
ERF
+$8.38M
5
RCI icon
Rogers Communications
RCI
+$7.78M

Sector Composition

1 Financials 24.63%
2 Materials 13.3%
3 Energy 10.4%
4 Industrials 9.41%
5 Technology 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.12M 0.19%
78,542
+2,800
102
$2.12M 0.19%
77,200
+31,651
103
$2.12M 0.19%
121,200
+6,700
104
$2.1M 0.19%
25,300
-2,100
105
$2.09M 0.19%
+119,400
106
$2.05M 0.19%
55,900
107
$2.05M 0.19%
+42,400
108
$2.03M 0.18%
57,940
+40
109
$2.02M 0.18%
179,420
+171,710
110
$2M 0.18%
70,800
111
$1.98M 0.18%
139,400
+7,000
112
$1.97M 0.18%
+102,000
113
$1.97M 0.18%
82,500
+58,900
114
$1.96M 0.18%
+316,575
115
$1.95M 0.18%
85,300
116
$1.94M 0.18%
+22,300
117
$1.94M 0.18%
+25,500
118
$1.92M 0.17%
62,100
+61,000
119
$1.92M 0.17%
+47,500
120
$1.89M 0.17%
103,533
-2,634
121
$1.86M 0.17%
60,470
+10,030
122
$1.86M 0.17%
112,300
+80,300
123
$1.85M 0.17%
+36,300
124
$1.85M 0.17%
117,800
125
$1.82M 0.17%
194,800
+28,000
3 4
5
6 7