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
201
$794K 0.07%
1,497
+860
202
$792K 0.07%
3,500
203
$789K 0.07%
43,900
-2,000
204
$789K 0.07%
19,730
+1,410
205
$783K 0.07%
19,200
-2,000
206
$782K 0.07%
23,300
-2,000
207
$777K 0.07%
39,300
-5,000
208
$777K 0.07%
1,514
-80
209
$773K 0.07%
14,200
210
$763K 0.06%
18,710
-4,390
211
$755K 0.06%
22,100
-3,000
212
$755K 0.06%
92,000
-50,000
213
$754K 0.06%
19,500
+1,000
214
$748K 0.06%
9,800
+300
215
$747K 0.06%
15,610
+15,380
216
$742K 0.06%
80,500
217
$739K 0.06%
15,700
218
$739K 0.06%
28,700
219
$737K 0.06%
32,000
-3,000
220
$737K 0.06%
20,300
221
$735K 0.06%
6,662
-865
222
$731K 0.06%
+6,200
223
$728K 0.06%
+22,200
224
$725K 0.06%
11,600
+1,000
225
$725K 0.06%
+48,600
7 8
9
10 11