AI

Acuitas Investments Portfolio holdings

AUM $126M
1-Year Est. Return 52.6%
This Quarter Est. Return
1 Year Est. Return
+52.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.12M
3
+$1.58M
4
JOUT icon
Johnson Outdoors
JOUT
+$1.51M
5
HURC icon
Hurco Companies Inc
HURC
+$1.24M

Top Sells

1
+$3.38M
2
+$2.82M
3
+$1.98M
4
USAP
Universal Stainless & Alloy
USAP
+$1.34M
5
ARHS icon
Arhaus
ARHS
+$1.32M

Sector Composition

1 Industrials 16.87%
2 Healthcare 16.68%
3 Consumer Discretionary 15.21%
4 Technology 11.89%
5 Energy 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.31%
403,280
27
$2.42M 1.3%
12,536
-3,740
28
$2.42M 1.3%
292,264
29
$2.41M 1.29%
111,100
30
$2.41M 1.29%
129,488
31
$2.38M 1.27%
404,356
+68,605
32
$2.29M 1.23%
88,513
+14,291
33
$2.24M 1.2%
+224,898
34
$2.2M 1.18%
498,944
+2,624
35
$2.12M 1.13%
+942,109
36
$2.11M 1.13%
196,935
+75,767
37
$2.1M 1.13%
176,224
-82,477
38
$2.02M 1.08%
130,430
39
$1.91M 1.02%
579,960
40
$1.87M 1%
207,489
+73,075
41
$1.84M 0.98%
116,644
+619
42
$1.83M 0.98%
10,600
43
$1.81M 0.97%
113,400
+66,563
44
$1.81M 0.97%
201,416
+1,085
45
$1.75M 0.94%
164,727
46
$1.67M 0.89%
704,938
47
$1.66M 0.89%
136,678
+788
48
$1.58M 0.84%
+543,634
49
$1.56M 0.84%
101,249
+550
50
$1.51M 0.81%
+43,298
1
2
3 4 5