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
1
$6.56M 3.72%
188,800
2
$5.78M 3.28%
54,000
3
$5.75M 3.26%
23,000
+4,000
4
$5.69M 3.23%
50,000
5
$4.78M 2.71%
68,000
+25,000
6
$4.74M 2.69%
+125,000
7
$4.46M 2.53%
30,000
+2,000
8
$4.13M 2.34%
244,000
+60,000
9
$3.69M 2.09%
15,400
10
$3.4M 1.93%
40,000
+3,000
11
$3.39M 1.92%
34,000
+5,000
12
$3.36M 1.9%
48,000
+10,000
13
$3.33M 1.88%
26,000
+12,610
14
$3.24M 1.84%
146,000
-25,614
15
$3.2M 1.81%
219,000
+74,000
16
$3.04M 1.72%
52,000
+4,000
17
$2.98M 1.69%
24,000
-5,000
18
$2.92M 1.66%
16,000
19
$2.86M 1.62%
90,000
20
$2.8M 1.59%
36,000
-9,000
21
$2.77M 1.57%
12,000
22
$2.76M 1.56%
17,000
+3,000
23
$2.72M 1.54%
+48,000
24
$2.69M 1.53%
20,320
25
$2.67M 1.51%
8,000
-2,000
1
2 3 4 5