AI

Acuitas Investments Portfolio holdings

AUM $1.41M
1-Year Est. Return 48.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.57%
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
+$1.76M
2
+$1.54M
3
+$1.4M
4
KRMD icon
KORU Medical Systems
KRMD
+$1.14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$745K

Top Sells

1
+$2.64M
2
+$2.04M
3
+$1.51M
4
CTKB icon
Cytek Biosciences
CTKB
+$1.33M
5
EQX icon
Equinox Gold
EQX
+$1.15M

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
51
$141K 0.11%
+64,429
52
$86.5K 0.07%
+3,000
53
$21.7K 0.02%
+3,000
54
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-15,600
55
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-6,500
56
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-21,530
57
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-18,400
58
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-5,674
59
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-55,000
60
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-52,251
61
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-400
62
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-2,550
63
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-36,224
64
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-19,400
65
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-42,115
66
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-950
67
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-6,600
68
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-36,400
69
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-42,300
70
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-3,394
71
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-46,120
72
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-3,210
73
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-336,000
74
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-331,219
75
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-1,800
1 2
3
4