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
$187M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.12M
3
+$1.58M
4
JOUT icon
Johnson Outdoors
JOUT
+$1.51M
5
HURC icon
Hurco Companies Inc
HURC
+$1.24M

Top Sells

1
+$3.38M
2
+$2.82M
3
+$1.98M
4
USAP
Universal Stainless & Alloy
USAP
+$1.34M
5
ARHS icon
Arhaus
ARHS
+$1.32M

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
– –
-66,044
128
– –
-28,719
129
– –
-9,923
130
– –
-22,458
131
– –
-42,100
132
– –
-31,488
133
– –
-14,228
134
– –
-440,942
2 3 4 5
6