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
51
$1.01M 0.86%
34,000
52
$991K 0.85%
+5,000
53
$976K 0.83%
29,000
54
$889K 0.76%
6,000
55
$806K 0.69%
5,000
56
$802K 0.68%
10,000
57
$775K 0.66%
6,000
+2,000
58
$739K 0.63%
53,000
59
$710K 0.61%
18,000
60
$664K 0.57%
50,000
61
$647K 0.55%
3,000
62
$519K 0.44%
9,000
63
$448K 0.38%
3,000
64
$387K 0.33%
5,000
65
$320K 0.27%
3,000
66
$203K 0.17%
44,000
67
$150K 0.13%
15,000
68
– –
-8,000
69
– –
-31,000
70
– –
-3,000
71
– –
-28,000
72
– –
-4,000
73
– –
-8,000
74
– –
-5,000
75
– –
-80,000
1 2
3
4