AIM
Aquila Investment Management Portfolio holdings
AUM
$89.9M
This Quarter Return
+2.57%
1 Year Return
+29.99%
3 Year Return
+53.54%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(-5%)
Cap. Flow
-$5.5M
Cap. Flow
% of AUM
-4.11%
Top 10 Holdings %
Top 10 Hldgs %
21.89%
Holding
101
New
13
Increased
19
Reduced
30
Closed
11
Top Buys
| 1 |
FirstEnergy
FE
|
$2.63M |
| 2 |
Northrop Grumman
NOC
|
$1.88M |
| 3 |
Centene
CNC
|
$1.56M |
| 4 |
Allstate
ALL
|
$1.37M |
| 5 |
Palo Alto Networks
PANW
|
$1.34M |
Top Sells
| 1 |
NiSource
NI
|
$1.95M |
| 2 |
Micron Technology
MU
|
$1.75M |
| 3 |
Exelon
EXC
|
$1.54M |
| 4 |
Simon Property Group
SPG
|
$1.52M |
| 5 |
Teledyne Technologies
TDY
|
$1.5M |
Sector Composition
| 1 | Technology | 17.23% |
| 2 | Industrials | 12.65% |
| 3 | Financials | 12.01% |
| 4 | Healthcare | 11.27% |
| 5 | Utilities | 9.7% |