AIM

Acuity Investment Management Portfolio holdings

AUM $70.8M
1-Year Est. Return 0.92%
This Quarter Est. Return
1 Year Est. Return
+0.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.42M
3
+$1.16M
4
ENB icon
Enbridge
ENB
+$1.05M
5
PBA icon
Pembina Pipeline
PBA
+$1.02M

Top Sells

1
+$4.91M
2
+$4.32M
3
+$4.1M
4
RY icon
Royal Bank of Canada
RY
+$4.09M
5
TECK icon
Teck Resources
TECK
+$3.17M

Sector Composition

1 Financials 38.29%
2 Energy 22.58%
3 Materials 7.94%
4 Industrials 7.44%
5 Technology 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$599K 0.41%
48,900
+8,900
52
$579K 0.4%
6,607
-24,060
53
$559K 0.38%
44,480
+8,680
54
$557K 0.38%
7,838
-3,343
55
$495K 0.34%
11,209
+8,509
56
$489K 0.33%
+72,800
57
$473K 0.32%
9,000
-2,100
58
$466K 0.32%
17,800
+9,200
59
$464K 0.32%
14,130
-4,925
60
$464K 0.32%
23,655
+14,055
61
$455K 0.31%
10,480
-9,300
62
$441K 0.3%
5,686
+1,100
63
$436K 0.3%
14,790
-3,210
64
$407K 0.28%
1,660
-127
65
$390K 0.27%
16,800
-14,000
66
$383K 0.26%
+9,435
67
$365K 0.25%
+12,305
68
$363K 0.25%
6,268
-24,836
69
$355K 0.24%
3,075
+820
70
$353K 0.24%
2,700
-500
71
$348K 0.24%
+37,600
72
$324K 0.22%
2,100
-1,300
73
$324K 0.22%
4,300
-2,700
74
$312K 0.21%
4,900
-2,100
75
$307K 0.21%
+8,020
1 2
3
4 5