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
$130M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.02M
3
+$741K
4
SLF icon
Sun Life Financial
SLF
+$468K
5
PDS
Precision Drilling
PDS
+$452K

Top Sells

1
+$1.07M
2
+$1.06M
3
+$974K
4
OVV icon
Ovintiv
OVV
+$820K
5
POT
Potash Corp Of Saskatchewan
POT
+$702K

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
126
$60K 0.05%
600
127
$60K 0.05%
+1,000
128
$57K 0.04%
1,398
129
$57K 0.04%
1,300
130
$56K 0.04%
1,300
131
$56K 0.04%
1,300
-800
132
$55K 0.04%
500
-1,400
133
$53K 0.04%
900
-2,300
134
$50K 0.04%
466
135
$50K 0.04%
1,000
136
$47K 0.04%
1,100
-3,600
137
$46K 0.04%
800
-1,995
138
$46K 0.04%
247
-1,413
139
$44K 0.03%
+1,200
140
$41K 0.03%
828
-5,440
141
$40K 0.03%
+412
142
$36K 0.03%
700
143
$21K 0.02%
150
144
$14K 0.01%
300
145
$13K 0.01%
300
146
$8K 0.01%
80
-8,200
147
$7K 0.01%
1,200
148
– –
-31,500
149
– –
-3,400
150
– –
-15,700
3 4 5
6
7