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
$224M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.9M
3
+$2.82M
4
HZO icon
MarineMax
HZO
+$2.7M
5
MCS icon
Marcus Corp
MCS
+$2.27M

Top Sells

1
+$4.53M
2
+$2.71M
3
+$2.02M
4
WEAV icon
Weave Communications
WEAV
+$1.66M
5
HAYN
Haynes International, Inc.
HAYN
+$1.5M

Sector Composition

1 Consumer Discretionary 18.03%
2 Healthcare 15.71%
3 Industrials 14.2%
4 Technology 12.7%
5 Energy 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.87%
54,180
+10,882
52
$1.91M 0.85%
757,246
+191,981
53
$1.86M 0.83%
10,600
54
$1.74M 0.77%
174,646
-50,252
55
$1.73M 0.77%
164,727
56
$1.71M 0.76%
127,064
+25,815
57
$1.68M 0.75%
307,426
+94,001
58
$1.6M 0.71%
331,481
+65,426
59
$1.57M 0.7%
78,101
+15,714
60
$1.56M 0.7%
150,867
+40,119
61
$1.52M 0.68%
704,938
62
$1.51M 0.67%
+353,897
63
$1.5M 0.67%
69,175
+20,159
64
$1.43M 0.64%
73,096
+14,436
65
$1.38M 0.62%
187,100
66
$1.38M 0.61%
57,366
+11,294
67
$1.32M 0.59%
491,092
+83,749
68
$1.3M 0.58%
43,752
+8,772
69
$1.3M 0.58%
21,817
-25,224
70
$1.28M 0.57%
708,553
71
$1.22M 0.55%
195,861
+39,370
72
$1.1M 0.49%
141,872
+64,895
73
$1.08M 0.48%
323,542
+64,253
74
$1.02M 0.45%
298,774
+13,514
75
$1M 0.45%
108,611
+21,690
1 2
3
4 5