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
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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-2,550
55
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-469,500
56
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-18,400
57
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-5,674
58
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-55,000
59
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-52,251
60
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-400
61
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-36,224
62
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-19,400
63
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-42,115
64
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-950
65
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-6,600
66
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-36,400
67
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-42,300
68
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-3,394
69
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-46,120
70
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-3,210
71
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-336,000
72
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-331,219
73
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-6,500
74
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-15,600
75
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-21,530
1 2
3
4