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
101
$73.6K 0.04%
+11,800
102
$34.2K 0.02%
+795
103
$26.3K 0.02%
+1,300
104
$24K 0.01%
+600
105
$23.4K 0.01%
+500
106
$20.1K 0.01%
+600
107
– –
-38,190
108
– –
-5,900
109
– –
-39,000
110
– –
-4,700
111
– –
-49,100
112
– –
-5,100
113
– –
-17,900
114
– –
-22,458
115
– –
-228,088
116
– –
-35,331
117
– –
-102,700
1 2 3 4
5