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
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.59M
3
+$4.54M
4
WDAY icon
Workday
WDAY
+$4.21M
5
MU icon
Micron Technology
MU
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.39%
2 Industrials 13.68%
3 Consumer Discretionary 13.39%
4 Financials 11.33%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.79M 3.28%
+188,800
2
$5.59M 2.7%
+50,000
3
$4.54M 2.19%
+29,000
4
$4.21M 2.03%
+15,400
5
$4.19M 2.03%
+45,000
6
$4M 1.93%
+54,000
7
$3.82M 1.85%
+184,000
8
$3.7M 1.79%
+171,614
9
$3.69M 1.78%
+10,000
10
$3.46M 1.67%
+19,000
11
$3.39M 1.64%
+12,000
12
$3.38M 1.64%
+36,468
13
$3.24M 1.57%
+28,000
14
$3.07M 1.49%
+24,000
15
$3.02M 1.46%
+17,000
16
$3M 1.45%
+25,000
17
$2.98M 1.44%
+34,000
18
$2.91M 1.41%
+37,000
19
$2.89M 1.4%
+14,000
20
$2.88M 1.39%
+47,910
21
$2.83M 1.37%
+20,320
22
$2.83M 1.37%
+17,177
23
$2.81M 1.36%
+29,000
24
$2.78M 1.34%
+170,000
25
$2.76M 1.33%
+3,652
1
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