VIM

Vancity Investment Management Portfolio holdings

AUM $735M
1-Year Est. Return 10.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$3.71M
3
+$3.06M
4
MCO icon
Moody's
MCO
+$1.76M
5
LAMR icon
Lamar Advertising Co
LAMR
+$1.16M

Top Sells

1
+$5.18M
2
+$4.19M
3
+$2.96M
4
CPRT icon
Copart
CPRT
+$1.77M
5
NOW icon
ServiceNow
NOW
+$1.68M

Sector Composition

1 Technology 28.98%
2 Financials 27.65%
3 Consumer Discretionary 12.23%
4 Industrials 9.43%
5 Healthcare 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,491
77
– –
-1,614
78
– –
-1,243
1 2 3
4