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
$116M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.74M
3
+$2.09M
4
LAC
Lithium Americas
LAC
+$2.02M
5
PEG icon
Public Service Enterprise Group
PEG
+$1.77M

Top Sells

1
+$2.34M
2
+$2.22M
3
+$2.22M
4
LAC
Lithium Americas Corp. Common Shares
LAC
+$2.04M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.02M

Sector Composition

1 Technology 30.36%
2 Healthcare 14.52%
3 Industrials 11.16%
4 Financials 10.02%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.39%
9,000
+4,000
27
$1.57M 1.36%
7,000
-9,000
28
$1.55M 1.34%
7,000
29
$1.51M 1.31%
12,000
-12,000
30
$1.51M 1.31%
80,000
31
$1.5M 1.29%
3,000
32
$1.45M 1.25%
80,000
33
$1.44M 1.24%
33,000
-27,000
34
$1.43M 1.24%
24,000
-4,000
35
$1.39M 1.2%
3,000
36
$1.39M 1.2%
6,000
37
$1.37M 1.18%
6,000
-2,000
38
$1.33M 1.15%
10,000
39
$1.33M 1.15%
36,000
+3,000
40
$1.32M 1.14%
+10,000
41
$1.3M 1.13%
+6,000
42
$1.3M 1.12%
+6,000
43
$1.29M 1.12%
6,000
+1,000
44
$1.27M 1.1%
10,000
+5,000
45
$1.26M 1.09%
6,000
+3,000
46
$1.25M 1.08%
13,000
+5,000
47
$1.24M 1.07%
4,000
48
$1.21M 1.04%
+7,000
49
$1.19M 1.03%
5,000
50
$1.16M 1%
+8,000
1
2
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