AI

Acuitas Investments Portfolio holdings

AUM $156M
1-Year Est. Return 69.54%
This Quarter Est. Return
1 Year Est. Return
+69.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.12M
3
+$1.58M
4
JOUT icon
Johnson Outdoors
JOUT
+$1.51M
5
HURC icon
Hurco Companies Inc
HURC
+$1.24M

Top Sells

1
+$3.38M
2
+$2.82M
3
+$1.98M
4
USAP
Universal Stainless & Alloy
USAP
+$1.34M
5
ARHS icon
Arhaus
ARHS
+$1.32M

Sector Composition

1 Industrials 16.87%
2 Healthcare 16.68%
3 Consumer Discretionary 15.21%
4 Technology 11.89%
5 Energy 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$858K 0.46%
259,289
+1,379
77
$855K 0.46%
+270,711
78
$850K 0.45%
69,749
-20,878
79
$835K 0.45%
780,746
+4,132
80
$767K 0.41%
39,652
-38,844
81
$724K 0.39%
47,312
+250
82
$712K 0.38%
42,819
+228
83
$703K 0.38%
115,861
-119,228
84
$686K 0.37%
49,996
+264
85
$661K 0.35%
34,980
+189
86
$660K 0.35%
33,323
+177
87
$631K 0.34%
42,275
-12,435
88
$613K 0.33%
40,621
+216
89
$592K 0.32%
98,679
+29,596
90
$578K 0.31%
76,977
-160,787
91
$573K 0.31%
353,749
+1,874
92
$572K 0.31%
340,750
+1,801
93
$559K 0.3%
638,657
+3,396
94
$550K 0.29%
443,457
+2,351
95
$536K 0.29%
59,546
+309
96
$528K 0.28%
541,201
+2,880
97
$515K 0.28%
352,483
+34,344
98
$514K 0.28%
26,945
+140
99
$511K 0.27%
464,120
+2,457
100
$498K 0.27%
+32,600
2 3
4
5 6