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
$200M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$2.75M
3 +$2.72M
4
TRC icon
Tejon Ranch
TRC
+$1.92M
5
INFU icon
InfuSystem Holdings
INFU
+$1.74M

Top Sells

1 +$2.84M
2 +$2.56M
3 +$2.51M
4
SWN
Southwestern Energy Company
SWN
+$2.39M
5
TCS
THE CONTAINER STORE GROUP, INC.
TCS
+$2.09M

Sector Composition

1 Industrials 20.99%
2 Technology 16.3%
3 Consumer Discretionary 15.28%
4 Healthcare 15.06%
5 Materials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-514,712
77
-141,973