AI

Acuitas Investments Portfolio holdings

AUM $497K
1-Year Est. Return 29.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.41M
3
+$3.01M
4
GLDD icon
Great Lakes Dredge & Dock
GLDD
+$2.42M
5
INBK icon
First Internet Bancorp
INBK
+$1.94M

Top Sells

1
+$3.14M
2
+$2.59M
3
+$2.31M
4
OPRT icon
Oportun Financial
OPRT
+$2.08M
5
SBH icon
Sally Beauty Holdings
SBH
+$1.86M

Sector Composition

1 Healthcare 16.41%
2 Industrials 15.53%
3 Consumer Discretionary 13.07%
4 Technology 12.74%
5 Materials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-17,252
127
– –
-26,230
128
– –
-52,925
129
– –
-14,960
130
– –
0
131
– –
-8,549
2 3 4 5
6