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
$176M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.72M
3
+$2.37M
4
FANG icon
Diamondback Energy
FANG
+$2.19M
5
MET icon
MetLife
MET
+$1.76M

Top Sells

1
+$3.06M
2
+$2.88M
3
+$2.76M
4
SCI icon
Service Corp International
SCI
+$2.58M
5
SWK icon
Stanley Black & Decker
SWK
+$2.45M

Sector Composition

1 Technology 23.48%
2 Financials 12.64%
3 Energy 10.94%
4 Industrials 10.51%
5 Utilities 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,000
102
– –
-16,000
103
– –
-9,000
104
– –
-5,000
105
– –
-10,000
1 2 3 4
5