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
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.59M
3
+$4.54M
4
WDAY icon
Workday
WDAY
+$4.21M
5
MU icon
Micron Technology
MU
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.39%
2 Industrials 13.68%
3 Consumer Discretionary 13.39%
4 Financials 11.33%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.55%
+27,000
77
$1.08M 0.52%
+9,000
78
$1.05M 0.51%
+17,000
79
$1.02M 0.49%
+75,000
80
$1M 0.48%
+10,000
81
$944K 0.46%
+5,000
82
$901K 0.44%
+12,000
83
$735K 0.36%
+17,000
84
$707K 0.34%
+8,000
85
$618K 0.3%
+4,000
86
$539K 0.26%
+5,000
1 2 3
4