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
$121M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.09M
3
+$2.04M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.43M
5
VSAT icon
Viasat
VSAT
+$1.35M

Top Sells

1
+$2.64M
2
+$2.36M
3
+$2.04M
4
ALL icon
Allstate
ALL
+$2.03M
5
MET icon
MetLife
MET
+$1.97M

Sector Composition

1 Technology 18.32%
2 Utilities 12.86%
3 Healthcare 11.23%
4 Consumer Staples 9.7%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.96%
+12,000
52
$1.16M 0.96%
20,000
-34,000
53
$1.16M 0.96%
3,000
-1,500
54
$1.13M 0.93%
10,000
55
$1.12M 0.92%
+11,000
56
$1.1M 0.91%
7,000
57
$1.1M 0.91%
20,000
58
$1.03M 0.85%
8,000
+1,000
59
$1.01M 0.83%
5,000
-2,000
60
$834K 0.69%
3,000
61
$833K 0.69%
11,000
-6,000
62
$831K 0.69%
+21,000
63
$817K 0.67%
5,000
-1,000
64
$778K 0.64%
8,000
-3,000
65
$685K 0.57%
3,000
-7,000
66
$663K 0.55%
11,000
-12,000
67
$662K 0.55%
5,000
-7,000
68
$636K 0.52%
+14,000
69
$632K 0.52%
10,000
-10,000
70
$624K 0.51%
11,000
-5,000
71
$593K 0.49%
26,000
-38,000
72
$592K 0.49%
28,000
73
$570K 0.47%
18,000
74
$561K 0.46%
+50,000
75
$470K 0.39%
4,836
1 2
3
4 5