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
$224M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.9M
3
+$2.82M
4
HZO icon
MarineMax
HZO
+$2.7M
5
MCS icon
Marcus Corp
MCS
+$2.27M

Top Sells

1
+$4.53M
2
+$2.71M
3
+$2.02M
4
WEAV icon
Weave Communications
WEAV
+$1.66M
5
HAYN
Haynes International, Inc.
HAYN
+$1.5M

Sector Composition

1 Consumer Discretionary 18.03%
2 Healthcare 15.71%
3 Industrials 14.2%
4 Technology 12.7%
5 Energy 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,000
127
– –
-23,591
128
– –
-42,275
129
– –
-141,435
130
– –
-270,534
131
– –
-130,430
2 3 4 5
6