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
51
$1.43M 0.77%
62,387
+335
52
$1.41M 0.75%
51,423
-49,015
53
$1.38M 0.74%
565,265
-1,380,741
54
$1.34M 0.72%
213,425
-97,260
55
$1.29M 0.69%
708,553
56
$1.27M 0.68%
114,013
57
$1.24M 0.66%
59,565
+317
58
$1.24M 0.66%
266,055
+42,613
59
$1.23M 0.66%
187,100
60
$1.19M 0.63%
+98,259
61
$1.18M 0.63%
+81,485
62
$1.17M 0.63%
270,534
+164,539
63
$1.16M 0.62%
407,343
+80,827
64
$1.1M 0.59%
285,260
+101,344
65
$1.09M 0.58%
58,660
-26,714
66
$1.08M 0.58%
46,072
+8,004
67
$1.07M 0.57%
365,741
-171,576
68
$1.04M 0.55%
110,748
+969
69
$1.01M 0.54%
86,921
+463
70
$982K 0.53%
196,368
+1,062
71
$962K 0.51%
+49,016
72
$925K 0.5%
+37,017
73
$925K 0.49%
145,400
-18,200
74
$924K 0.49%
10,072
-2,785
75
$865K 0.46%
+156,491
1 2
3
4 5