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
$122M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.34M
3
+$1.26M
4
VRSK icon
Verisk Analytics
VRSK
+$1.13M
5
WIRE
Encore Wire Corp
WIRE
+$1.12M

Top Sells

1
+$2.21M
2
+$2.18M
3
+$2.09M
4
CHD icon
Church & Dwight Co
CHD
+$2.03M
5
HUBS icon
HubSpot
HUBS
+$1.72M

Sector Composition

1 Technology 21.52%
2 Healthcare 11.77%
3 Industrials 11.07%
4 Consumer Discretionary 9.26%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.94%
18,000
+10,000
52
$1.13M 0.93%
10,000
53
$1.13M 0.92%
+5,000
54
$1.12M 0.91%
+6,000
55
$1.1M 0.9%
24,000
-11,000
56
$1.02M 0.84%
40,000
+14,000
57
$1M 0.82%
2,000
-1,000
58
$1M 0.82%
21,000
59
$954K 0.78%
10,000
-1,000
60
$919K 0.75%
+12,000
61
$914K 0.75%
6,000
-1,000
62
$901K 0.74%
8,000
+4,000
63
$897K 0.73%
+10,000
64
$890K 0.73%
20,000
+6,000
65
$873K 0.71%
15,000
-5,000
66
$855K 0.7%
3,000
67
$805K 0.66%
11,000
68
$799K 0.65%
11,000
69
$786K 0.64%
+4,000
70
$743K 0.61%
6,000
+3,000
71
$693K 0.57%
8,000
72
$690K 0.56%
+64,000
73
$680K 0.56%
5,000
74
$675K 0.55%
10,000
75
$643K 0.53%
+5,000
1 2
3
4