AI
Acuitas Investments Portfolio holdings
AUM
$126M
This Quarter Return
+12.2%
1 Year Return
+52.6%
3 Year Return
+222.31%
5 Year Return
+667.82%
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(+4.1%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-10.65%
Top 10 Holdings %
Top 10 Hldgs %
22.77%
Holding
139
New
22
Increased
46
Reduced
37
Closed
15
Top Buys
| 1 |
Equinox Gold
EQX
|
$4.23M |
| 2 |
INVX
Innovex International, Inc.
INVX
|
$1.61M |
| 3 |
Cato Corp
CATO
|
$1.34M |
| 4 |
First Internet Bancorp
INBK
|
$1.33M |
| 5 |
SEI
Solaris Energy Infrastructure, Inc.
SEI
|
$1.29M |
Top Sells
| 1 |
The Bancorp
TBBK
|
$4.41M |
| 2 |
Fonar
FONR
|
$3.67M |
| 3 |
LENZ
LENZ Therapeutics
LENZ
|
$3.64M |
| 4 |
CHS
Chicos FAS, Inc.
CHS
|
$3.23M |
| 5 |
Seneca Foods Class A
SENEA
|
$3.2M |
Sector Composition
| 1 | Healthcare | 17.84% |
| 2 | Industrials | 17.27% |
| 3 | Consumer Discretionary | 13.61% |
| 4 | Technology | 10.93% |
| 5 | Materials | 10.19% |
