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
$176M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.72M
3
+$2.37M
4
FANG icon
Diamondback Energy
FANG
+$2.19M
5
MET icon
MetLife
MET
+$1.76M

Top Sells

1
+$3.06M
2
+$2.88M
3
+$2.76M
4
SCI icon
Service Corp International
SCI
+$2.58M
5
SWK icon
Stanley Black & Decker
SWK
+$2.45M

Sector Composition

1 Technology 23.48%
2 Financials 12.64%
3 Energy 10.94%
4 Industrials 10.51%
5 Utilities 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.44%
24,468
-12,000
27
$2.54M 1.44%
5,366
28
$2.37M 1.35%
+14,000
29
$2.36M 1.34%
11,000
30
$2.28M 1.29%
80,000
31
$2.19M 1.24%
+16,000
32
$2.17M 1.23%
28,000
+7,000
33
$2.1M 1.19%
16,000
34
$2M 1.14%
32,000
-8,000
35
$2M 1.13%
24,000
-10,000
36
$1.98M 1.12%
32,000
-6,000
37
$1.97M 1.12%
12,000
-2,000
38
$1.93M 1.1%
44,000
+17,000
39
$1.8M 1.02%
13,555
40
$1.78M 1.01%
41,000
41
$1.77M 1.01%
16,000
-8,000
42
$1.65M 0.94%
14,508
-7,253
43
$1.65M 0.94%
16,000
44
$1.62M 0.92%
48,000
-12,000
45
$1.6M 0.91%
17,000
46
$1.56M 0.89%
12,000
-6,000
47
$1.54M 0.87%
4,000
-2,000
48
$1.48M 0.84%
+24,495
49
$1.46M 0.83%
22,000
-10,000
50
$1.42M 0.8%
22,000
-6,000
1
2
3 4 5