AIM

Aquila Investment Management Portfolio holdings

AUM $89.9M
1-Year Est. Return 29.99%
This Quarter Est. Return
1 Year Est. Return
+29.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.59M
3
+$4.54M
4
WDAY icon
Workday
WDAY
+$4.21M
5
MU icon
Micron Technology
MU
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.39%
2 Industrials 13.68%
3 Consumer Discretionary 13.39%
4 Financials 11.33%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.31%
+40,000
27
$2.7M 1.31%
+48,000
28
$2.69M 1.3%
+43,000
29
$2.64M 1.28%
+6,000
30
$2.61M 1.26%
+14,000
31
$2.58M 1.25%
+36,358
32
$2.56M 1.24%
+16,000
33
$2.56M 1.24%
+16,000
34
$2.53M 1.22%
+60,000
35
$2.52M 1.22%
+11,000
36
$2.51M 1.21%
+21,761
37
$2.48M 1.2%
+90,000
38
$2.47M 1.19%
+38,000
39
$2.45M 1.19%
+13,000
40
$2.41M 1.16%
+20,000
41
$2.41M 1.16%
+80,000
42
$2.41M 1.16%
+25,000
43
$2.4M 1.16%
+28,000
44
$2.39M 1.15%
+44,000
45
$2.38M 1.15%
+13,000
46
$2.37M 1.14%
+18,000
47
$2.34M 1.13%
+5,366
48
$2.34M 1.13%
+7,000
49
$2.34M 1.13%
+50,000
50
$2.31M 1.12%
+104,000
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