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
1
$3.6M 2.97%
38,000
2
$3.58M 2.95%
30,000
+22,000
3
$3.37M 2.77%
84,000
4
$3.34M 2.75%
62,000
5
$3.19M 2.63%
52,000
+11,000
6
$2.94M 2.42%
90,000
7
$2.86M 2.36%
14,000
+7,000
8
$2.7M 2.23%
20,000
+2,000
9
$2.54M 2.1%
19,000
+4,000
10
$2.35M 1.94%
108,000
+27,000
11
$2.27M 1.87%
11,000
-3,000
12
$2.18M 1.8%
58,000
13
$2.14M 1.77%
34,080
+4,260
14
$2.09M 1.73%
+23,000
15
$2.05M 1.69%
53,000
+14,000
16
$2.04M 1.68%
+45,000
17
$2.03M 1.68%
23,000
+2,000
18
$2M 1.65%
32,000
+8,000
19
$1.96M 1.62%
40,000
+9,000
20
$1.92M 1.59%
35,000
+11,000
21
$1.85M 1.53%
38,000
+22,000
22
$1.85M 1.53%
12,000
23
$1.85M 1.52%
4,000
+1,000
24
$1.84M 1.52%
13,000
25
$1.82M 1.5%
19,000
+6,000
1
2 3 4 5