AIM
Aquila Investment Management Portfolio holdings
AUM
$89.9M
1-Year Est. Return
29.99%
1 Year Est. Return
+29.99%
AUM
$89.9M
AUM Growth
-$16.6M
(-16%)
Holding
76
Top Buys
| 1 | +$1.38M | |
| 2 | +$962K | |
| 3 | +$939K | |
| 4 |
PACCAR
PCAR
|
+$592K |
| 5 |
Consolidated Edison
ED
|
+$521K |
Top Sells
| 1 | +$2.79M | |
| 2 | +$2.33M | |
| 3 | +$2.16M | |
| 4 |
Public Service Enterprise Group
PEG
|
+$2.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Zscaler
ZS
$53.2B
| – | – |
-7,000
|
|