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
76
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77
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78
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79
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80
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-14,000
81
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82
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-18,000
83
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-20,000
1 2 3
4