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
$141M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.61M
3
+$2.17M
4
CPB icon
Campbell Soup
CPB
+$2.07M
5
DKS icon
Dick's Sporting Goods
DKS
+$1.96M

Top Sells

1
+$3.07M
2
+$2.98M
3
+$2.9M
4
FRC
First Republic Bank
FRC
+$2.76M
5
FANG icon
Diamondback Energy
FANG
+$2.19M

Sector Composition

1 Technology 19.38%
2 Utilities 10.91%
3 Industrials 10.9%
4 Healthcare 10.59%
5 Financials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-16,000
102
– –
-16,000
103
– –
-24,000
104
– –
-16,000
105
– –
-10,000
106
– –
-17,000
1 2 3 4
5