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
$117M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.91M
3
+$1.21M
4
FANG icon
Diamondback Energy
FANG
+$991K
5
CDNS icon
Cadence Design Systems
CDNS
+$934K

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.09M
4
MAT icon
Mattel
MAT
+$1.51M
5
PODD icon
Insulet
PODD
+$1.3M

Sector Composition

1 Technology 29.83%
2 Healthcare 12.44%
3 Industrials 9.96%
4 Energy 9.14%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.57%
3,000
27
$1.84M 1.57%
12,000
28
$1.81M 1.54%
30,000
+20,000
29
$1.71M 1.46%
3,000
+1,000
30
$1.65M 1.41%
9,000
31
$1.63M 1.39%
10,000
32
$1.61M 1.37%
3,000
33
$1.59M 1.35%
6,000
34
$1.56M 1.33%
24,000
35
$1.56M 1.33%
6,000
36
$1.46M 1.24%
5,000
+1,000
37
$1.37M 1.17%
36,000
38
$1.35M 1.15%
7,000
39
$1.33M 1.14%
80,000
40
$1.33M 1.13%
36,000
41
$1.29M 1.1%
6,000
42
$1.29M 1.1%
10,000
43
$1.21M 1.03%
10,000
44
$1.19M 1.01%
6,000
45
$1.18M 1.01%
7,000
46
$1.18M 1.01%
5,000
47
$1.14M 0.97%
13,000
48
$1.08M 0.92%
2,000
49
$1.08M 0.92%
70,000
50
$1.05M 0.9%
8,000
1
2
3 4