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
$336M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$6.33M
3
+$5.73M
4
SLF icon
Sun Life Financial
SLF
+$2.6M
5
AG icon
First Majestic Silver
AG
+$2.18M

Top Sells

1
+$7.53M
2
+$5.74M
3
+$2.72M
4
BXE
Bellatrix Exploration Ltd.
BXE
+$2.44M
5
TU icon
Telus
TU
+$2.28M

Sector Composition

1 Energy 20.85%
2 Financials 18.27%
3 Industrials 12.85%
4 Technology 9.98%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$295K 0.09%
+510
202
$295K 0.09%
9,900
203
$293K 0.09%
6,700
-1,000
204
$293K 0.09%
+18,560
205
$292K 0.09%
+22,900
206
$292K 0.09%
+4,920
207
$292K 0.09%
+3,300
208
$292K 0.09%
13,900
209
$292K 0.09%
37,400
+800
210
$291K 0.09%
3,200
211
$290K 0.09%
13,560
+317
212
$290K 0.09%
+17,300
213
$290K 0.09%
4,535
214
$289K 0.09%
5,550
+5,400
215
$289K 0.09%
27,500
216
$285K 0.08%
8,400
217
$285K 0.08%
+2,990
218
$285K 0.08%
7,300
-400
219
$285K 0.08%
30,324
+1,000
220
$281K 0.08%
+8,800
221
$281K 0.08%
+5,430
222
$280K 0.08%
3,390
223
$280K 0.08%
+4,600
224
$279K 0.08%
+4,400
225
$279K 0.08%
17,400
7 8
9
10 11