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
151
– –
-2,200
152
– –
-34,400
153
– –
-522
154
– –
-1,500
155
– –
-7,000
156
– –
-6,900
157
– –
-9,313
158
– –
-8,500
159
– –
-100
160
– –
-3,000
161
– –
-100
162
– –
-3,676
163
– –
-600
164
– –
-2,000
165
– –
-4,944
3 4 5 6
7