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
$172M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.88M
3
+$2.83M
4
BH icon
Biglari Holdings Class B
BH
+$2.82M
5
HCKT icon
Hackett Group
HCKT
+$2.48M

Top Sells

1
+$2.84M
2
+$1.85M
3
+$1.58M
4
WEAV icon
Weave Communications
WEAV
+$1.57M
5
SKYW icon
Skywest
SKYW
+$1.53M

Sector Composition

1 Industrials 17.31%
2 Healthcare 16.15%
3 Technology 13.93%
4 Consumer Discretionary 13.04%
5 Consumer Staples 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.34%
+23,019
77
$571K 0.33%
+173,202
78
$570K 0.33%
+316,517
79
$566K 0.33%
+328,833
80
$556K 0.32%
+400,072
81
$554K 0.32%
+30,907
82
$554K 0.32%
+457,817
83
$549K 0.32%
+22,063
84
$516K 0.3%
+23,903
85
$509K 0.3%
+27,967
86
$508K 0.3%
+153,867
87
$488K 0.28%
+236,692
88
$482K 0.28%
+266,061
89
$478K 0.28%
+63,936
90
$462K 0.27%
+123,430
91
$449K 0.26%
+119,511
92
$445K 0.26%
+134,815
93
$439K 0.26%
+64,353
94
$415K 0.24%
+48,100
95
$394K 0.23%
+20,909
96
$332K 0.19%
+33,279
97
$304K 0.18%
+29,311
98
$162K 0.09%
+41,960
99
$111K 0.06%
+31,000
100
$89.6K 0.05%
+5,394
1 2 3
4
5