AI

Acuitas Investments Portfolio holdings

AUM $497K
1-Year Est. Return 29.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$8.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.82M
3
+$1.44M
4
GOLD
Gold.com Inc
GOLD
+$1.4M
5
AIP icon
Arteris
AIP
+$858K

Top Sells

1
+$2.64M
2
+$2.04M
3
+$1.55M
4
CTKB icon
Cytek Biosciences
CTKB
+$1.33M
5
EQX icon
Equinox Gold
EQX
+$1.02M

Sector Composition

1 Energy 19.23%
2 Technology 15.91%
3 Industrials 13.88%
4 Materials 13.19%
5 Consumer Discretionary 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 1.87%
2,237,441
+202,345
27
$2.26M 1.8%
19,897
-7,615
28
$2.01M 1.6%
+71,354
29
$1.99M 1.58%
10,600
30
$1.95M 1.55%
1,426,026
+5,819
31
$1.92M 1.53%
113,163
-91,516
32
$1.82M 1.45%
+146,492
33
$1.78M 1.41%
113,237
-483
34
$1.77M 1.41%
148,220
35
$1.75M 1.39%
158,945
36
$1.65M 1.32%
521,413
+65,356
37
$1.55M 1.23%
269,452
-177,122
38
$1.48M 1.17%
185,249
+31,369
39
$1.44M 1.15%
+402,494
40
$1.4M 1.11%
+63,032
41
$858K 0.68%
+90,000
42
$798K 0.64%
+3,700
43
$777K 0.62%
100,000
+40,660
44
$762K 0.61%
31,677
45
$745K 0.59%
27,200
46
$581K 0.46%
+15,000
47
$558K 0.44%
+65,298
48
$377K 0.3%
79,400
49
$218K 0.17%
491,092
50
$169K 0.13%
+19,900
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