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
$176M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.72M
3
+$2.37M
4
FANG icon
Diamondback Energy
FANG
+$2.19M
5
MET icon
MetLife
MET
+$1.76M

Top Sells

1
+$3.06M
2
+$2.88M
3
+$2.76M
4
SCI icon
Service Corp International
SCI
+$2.58M
5
SWK icon
Stanley Black & Decker
SWK
+$2.45M

Sector Composition

1 Technology 23.48%
2 Financials 12.64%
3 Energy 10.94%
4 Industrials 10.51%
5 Utilities 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.8%
+12,000
52
$1.38M 0.78%
11,000
+3,000
53
$1.36M 0.77%
16,000
-9,000
54
$1.35M 0.77%
16,000
55
$1.35M 0.76%
28,205
56
$1.34M 0.76%
11,177
-6,000
57
$1.3M 0.74%
18,000
-14,000
58
$1.25M 0.71%
5,500
59
$1.23M 0.7%
8,000
-9,000
60
$1.22M 0.69%
12,000
61
$1.15M 0.65%
16,000
-18,000
62
$1.1M 0.62%
24,000
-20,000
63
$1.1M 0.62%
+24,000
64
$1.06M 0.6%
9,000
65
$1.04M 0.59%
13,000
-5,000
66
$1.03M 0.58%
50,000
-54,000
67
$998K 0.57%
+30,000
68
$993K 0.56%
+11,000
69
$977K 0.55%
+17,000
70
$950K 0.54%
+11,000
71
$940K 0.53%
40,000
-130,000
72
$846K 0.48%
18,000
-32,000
73
$834K 0.47%
+34,000
74
$788K 0.45%
6,000
-9,000
75
$770K 0.44%
+20,000
1 2
3
4 5