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
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.59M
3
+$4.54M
4
WDAY icon
Workday
WDAY
+$4.21M
5
MU icon
Micron Technology
MU
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.39%
2 Industrials 13.68%
3 Consumer Discretionary 13.39%
4 Financials 11.33%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 1.09%
+15,000
52
$2.25M 1.09%
+32,000
53
$2.24M 1.08%
+145,000
54
$2.21M 1.07%
+13,000
55
$2.21M 1.07%
+32,000
56
$2.11M 1.02%
+16,000
57
$2.11M 1.02%
+34,000
58
$2.06M 0.99%
+8,000
59
$1.97M 0.95%
+28,205
60
$1.96M 0.95%
+21,000
61
$1.95M 0.94%
+41,000
62
$1.94M 0.94%
+38,000
63
$1.93M 0.93%
+12,000
64
$1.9M 0.92%
+16,000
65
$1.89M 0.91%
+18,000
66
$1.83M 0.88%
+8,000
67
$1.71M 0.82%
+13,555
68
$1.65M 0.8%
+13,390
69
$1.62M 0.78%
+5,000
70
$1.61M 0.78%
+35,000
71
$1.52M 0.74%
+10,000
72
$1.45M 0.7%
+16,000
73
$1.42M 0.69%
+9,000
74
$1.4M 0.68%
+5,500
75
$1.15M 0.55%
+23,000
1 2
3
4