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AIM

Aquila Investment Management Portfolio holdings

AUM $89.9M
1-Year Est. Return 29.86%
This Fund
S&P 500
This Quarter Est. Return
+3.3%
1 Year Est. Return
+29.86%
3 Year Est. Return
+53.28%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$89.9M
AUM Growth
-$16.6M
Cap. Flow
-$16.7M
Cap. Flow %
-18.58%
Top 10 Hldgs %
37.68%
Holding
76
New
12
Increased
5
Reduced
6
Closed
13

Top Buys

1
ESTC icon
Elastic
ESTC
+$1.78M
2
DXCM icon
DexCom
DXCM
+$1.15M
3
EXTR icon
Extreme Networks
EXTR
+$907K
4
PCAR icon
PACCAR
PCAR
+$587K
5
VMC icon
Vulcan Materials
VMC
+$497K

Top Sells

1
DKS icon
Dick's Sporting Goods
DKS
+$2.79M
2
RSG icon
Republic Services
RSG
+$2.33M
3
AMBA icon
Ambarella
AMBA
+$2.16M
4
PEG icon
Public Service Enterprise Group
PEG
+$2.14M
5
OXY icon
Occidental Petroleum
OXY
+$2.02M

Sector Composition

1 Technology 32.67%
2 Financials 11.01%
3 Healthcare 10.31%
4 Real Estate 8.11%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZS icon
76
Zscaler
ZS
$24.6B
– –
-7,000
Closed -$1.35M
1 2 3
4

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