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
+$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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