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
$184M
AUM Growth
-$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.86M
3
+$1.86M
4
TRP icon
TC Energy
TRP
+$1.55M
5
BTE icon
Baytex Energy
BTE
+$1.47M

Top Sells

1
+$5.94M
2
+$5.17M
3
+$4.26M
4
MFC icon
Manulife Financial
MFC
+$3.89M
5
PM icon
Philip Morris
PM
+$3.85M

Sector Composition

1 Financials 37.84%
2 Energy 19.81%
3 Materials 7.87%
4 Industrials 7%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
600
127
$14K 0.01%
300
-300
128
$8K ﹤0.01%
100
-1,100
129
$8K ﹤0.01%
100
-900
130
– –
-9,200
131
– –
-4,700
132
– –
-111,400
133
– –
-12,300
134
– –
-1,934
135
– –
-25,000
136
– –
-15,200
137
– –
-900
138
– –
-44,100
139
– –
-45,000
140
– –
-83,000
141
– –
-2,900
142
– –
-69,300
143
– –
-13,300
2 3 4 5
6