AI

Acuitas Investments Portfolio holdings

AUM $1.41M
1-Year Est. Return 48.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.57%
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
+$2.34M
2
+$1.76M
3
+$1.67M
4
OPRT icon
Oportun Financial
OPRT
+$1.65M
5
HURC icon
Hurco Companies Inc
HURC
+$1.47M

Top Sells

1
+$3.5M
2
+$2.82M
3
+$1.98M
4
USAP
Universal Stainless & Alloy
USAP
+$1.45M
5
ARHS icon
Arhaus
ARHS
+$1.26M

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
126
– –
-28,315
127
– –
-17,813
128
– –
-42,100
129
– –
-5,716
130
– –
-77,195
131
– –
-33,224
132
– –
-2,100
133
– –
-110,709
134
– –
-300
2 3 4 5
6