AIM

Acuity Investment Management Portfolio holdings

AUM $70.8M
1-Year Est. Return 0.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.01M
3
+$740K
4
PDS
Precision Drilling
PDS
+$521K
5
SLF icon
Sun Life Financial
SLF
+$485K

Top Sells

1
+$1.09M
2
+$1.05M
3
+$974K
4
OVV icon
Ovintiv
OVV
+$903K
5
SU icon
Suncor Energy
SU
+$727K

Sector Composition

1 Financials 40.59%
2 Energy 18.82%
3 Industrials 8.8%
4 Materials 6.73%
5 Technology 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.79%
18,674
-40
27
$1.02M 0.79%
35,400
-1,928
28
$1.02M 0.79%
+26,600
29
$1.02M 0.78%
30,086
-300
30
$986K 0.76%
20,600
-1,800
31
$951K 0.73%
10,700
-1,700
32
$931K 0.72%
76,800
-14,800
33
$871K 0.67%
6,650
34
$819K 0.63%
4,950
-450
35
$816K 0.63%
24,443
-2,571
36
$804K 0.62%
15,709
+4,500
37
$788K 0.61%
28,790
+14,000
38
$763K 0.59%
12,400
-17,450
39
$748K 0.57%
39,500
-11,700
40
$741K 0.57%
+27,804
41
$737K 0.57%
19,500
-1,700
42
$632K 0.49%
31,700
-6,400
43
$624K 0.48%
3,202
+1,600
44
$601K 0.46%
16,577
+12,900
45
$579K 0.44%
8,900
46
$566K 0.43%
12,300
-7,700
47
$561K 0.43%
107,100
-6,200
48
$521K 0.4%
9,400
-10,800
49
$506K 0.39%
47,500
-4,300
50
$504K 0.39%
20,000
+3,200
1
2
3 4 5