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
$121M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.09M
3
+$2.04M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.43M
5
VSAT icon
Viasat
VSAT
+$1.35M

Top Sells

1
+$2.64M
2
+$2.36M
3
+$2.04M
4
ALL icon
Allstate
ALL
+$2.03M
5
MET icon
MetLife
MET
+$1.97M

Sector Composition

1 Technology 18.32%
2 Utilities 12.86%
3 Healthcare 11.23%
4 Consumer Staples 9.7%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.47%
5,000
27
$1.75M 1.45%
71,000
+41,000
28
$1.72M 1.41%
4,000
-1,000
29
$1.68M 1.38%
40,000
-40,000
30
$1.56M 1.28%
17,000
31
$1.55M 1.28%
20,000
-8,000
32
$1.5M 1.24%
3,000
-1,000
33
$1.49M 1.23%
80,000
-44,000
34
$1.47M 1.21%
80,000
35
$1.47M 1.21%
7,000
-3,000
36
$1.43M 1.18%
29,000
37
$1.42M 1.17%
4,000
38
$1.42M 1.17%
10,000
-10,000
39
$1.4M 1.16%
12,000
+9,000
40
$1.4M 1.15%
10,000
41
$1.4M 1.15%
6,168
+2,056
42
$1.35M 1.12%
+40,000
43
$1.31M 1.08%
104,000
-30,000
44
$1.26M 1.04%
+10,000
45
$1.23M 1.01%
29,000
-8,000
46
$1.22M 1%
+32,000
47
$1.21M 1%
6,000
48
$1.19M 0.98%
6,000
49
$1.18M 0.97%
7,000
50
$1.17M 0.97%
4,000
-1,000
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2
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