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
$134M
AUM Growth
-$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.88M
3
+$1.56M
4
ALL icon
Allstate
ALL
+$1.37M
5
CFG icon
Citizens Financial Group
CFG
+$1.2M

Top Sells

1
+$1.95M
2
+$1.75M
3
+$1.54M
4
SPG icon
Simon Property Group
SPG
+$1.52M
5
TDY icon
Teledyne Technologies
TDY
+$1.5M

Sector Composition

1 Technology 17.23%
2 Industrials 12.65%
3 Financials 12.01%
4 Healthcare 11.27%
5 Utilities 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.47%
9,000
27
$1.89M 1.41%
22,000
28
$1.88M 1.41%
+4,000
29
$1.86M 1.39%
65,000
-30,000
30
$1.8M 1.34%
11,000
-1,000
31
$1.68M 1.26%
5,500
-4,500
32
$1.63M 1.22%
9,000
+3,000
33
$1.57M 1.18%
36,000
+9,000
34
$1.56M 1.16%
+20,000
35
$1.55M 1.16%
15,000
-7,000
36
$1.53M 1.15%
9,000
37
$1.52M 1.14%
16,926
+2,418
38
$1.43M 1.07%
12,000
39
$1.43M 1.07%
19,000
-8,000
40
$1.42M 1.06%
20,000
-4,000
41
$1.42M 1.06%
17,000
42
$1.4M 1.04%
16,000
43
$1.37M 1.02%
+11,000
44
$1.36M 1.02%
13,000
-13,000
45
$1.34M 1%
51,000
+34,000
46
$1.31M 0.98%
23,000
+6,000
47
$1.31M 0.98%
21,000
+5,000
48
$1.31M 0.98%
12,000
49
$1.29M 0.96%
4,000
50
$1.28M 0.96%
32,000
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