VIM

Vancity Investment Management Portfolio holdings

AUM $792M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$667M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$3.69M
3
+$3M
4
BRO icon
Brown & Brown
BRO
+$2.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.03M

Top Sells

1
+$6.13M
2
+$2.93M
3
+$2.42M
4
AZO icon
AutoZone
AZO
+$1.75M
5
XYL icon
Xylem
XYL
+$1.4M

Sector Composition

1 Technology 27.5%
2 Financials 20%
3 Consumer Discretionary 15.04%
4 Healthcare 9.06%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.56%
71,520
+1,911
52
$3.34M 0.5%
37,812
+23,012
53
$3.25M 0.49%
61,372
-45,684
54
$364K 0.05%
2,982
55
– –
-68,342
1 2
3