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
$122M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.34M
3
+$1.26M
4
VRSK icon
Verisk Analytics
VRSK
+$1.13M
5
WIRE
Encore Wire Corp
WIRE
+$1.12M

Top Sells

1
+$2.21M
2
+$2.18M
3
+$2.09M
4
CHD icon
Church & Dwight Co
CHD
+$2.03M
5
HUBS icon
HubSpot
HUBS
+$1.72M

Sector Composition

1 Technology 21.52%
2 Healthcare 11.77%
3 Industrials 11.07%
4 Consumer Discretionary 9.26%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.46%
38,000
+9,000
27
$1.71M 1.4%
40,000
28
$1.7M 1.39%
27,000
+20,000
29
$1.67M 1.37%
10,000
+8,000
30
$1.64M 1.34%
7,000
31
$1.57M 1.29%
104,000
32
$1.56M 1.28%
80,000
33
$1.49M 1.21%
14,000
-5,000
34
$1.46M 1.2%
10,000
-2,000
35
$1.41M 1.15%
24,000
-8,000
36
$1.37M 1.12%
3,000
-1,000
37
$1.35M 1.11%
80,000
38
$1.35M 1.1%
6,000
39
$1.35M 1.1%
7,000
+2,000
40
$1.32M 1.08%
7,000
41
$1.32M 1.08%
10,000
42
$1.32M 1.08%
4,000
43
$1.31M 1.07%
12,000
44
$1.31M 1.07%
29,000
45
$1.31M 1.07%
3,000
46
$1.3M 1.07%
6,000
47
$1.3M 1.06%
32,000
-8,000
48
$1.28M 1.05%
3,000
-2,000
49
$1.27M 1.04%
25,000
-7,000
50
$1.16M 0.95%
8,000
1
2
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