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
1
$11.5M 8.86%
161,330
-4,500
2
$11.3M 8.7%
229,414
-2,300
3
$10.1M 7.76%
174,307
-6,188
4
$6.49M 4.99%
179,311
-18,100
5
$5.86M 4.5%
79,600
-2,300
6
$5.07M 3.9%
114,141
-23,774
7
$3.78M 2.9%
201,189
-15,928
8
$3.42M 2.63%
48,240
+1,000
9
$3.2M 2.46%
166,402
+1,300
10
$3.02M 2.32%
63,534
-200
11
$2.29M 1.76%
144,942
-11,675
12
$2.27M 1.74%
69,400
+4,800
13
$2.12M 1.63%
51,000
+7,000
14
$2.1M 1.61%
91,100
15
$1.81M 1.39%
131,700
16
$1.63M 1.25%
31,700
-2,400
17
$1.34M 1.03%
12,315
-2,100
18
$1.3M 1%
76,400
19
$1.24M 0.95%
10,078
+1,878
20
$1.21M 0.93%
43,600
+4,600
21
$1.19M 0.91%
47,200
+13,900
22
$1.18M 0.91%
81,300
-600
23
$1.17M 0.9%
43,568
-6,700
24
$1.15M 0.88%
+19,900
25
$1.13M 0.87%
5,215
+2,095
1
2 3 4 5