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
$117M
AUM Growth
-$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.04M
3
+$1.39M
4
CTKB icon
Cytek Biosciences
CTKB
+$1.33M
5
METC icon
Ramaco Resources Class A
METC
+$1.28M

Top Sells

1
+$3.07M
2
+$2.79M
3
+$2.48M
4
OPRT icon
Oportun Financial
OPRT
+$2.39M
5
TRUE icon
TrueCar
TRUE
+$1.49M

Sector Composition

1 Energy 20.15%
2 Industrials 16.53%
3 Technology 13.77%
4 Healthcare 13.34%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,855
77
– –
-32,600
78
– –
-67,870
79
– –
-704,938
1 2 3
4