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
$121M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.09M
3 +$2.04M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.43M
5
VSAT icon
Viasat
VSAT
+$1.35M

Top Sells

1 +$2.64M
2 +$2.36M
3 +$2.04M
4
ALL icon
Allstate
ALL
+$2.03M
5
MET icon
MetLife
MET
+$1.97M

Sector Composition

1 Technology 18.32%
2 Utilities 12.86%
3 Healthcare 11.23%
4 Consumer Staples 9.7%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,000