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
$122M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.34M
3
+$1.26M
4
VRSK icon
Verisk Analytics
VRSK
+$1.13M
5
WIRE
Encore Wire Corp
WIRE
+$1.12M

Top Sells

1
+$2.21M
2
+$2.18M
3
+$2.09M
4
CHD icon
Church & Dwight Co
CHD
+$2.03M
5
HUBS icon
HubSpot
HUBS
+$1.72M

Sector Composition

1 Technology 21.52%
2 Healthcare 11.77%
3 Industrials 11.07%
4 Consumer Discretionary 9.26%
5 Financials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.52M 2.88%
17,000
+3,000
2
$3.39M 2.77%
60,000
+40,000
3
$2.85M 2.33%
25,000
+6,000
4
$2.83M 2.31%
90,000
5
$2.56M 2.09%
29,000
-9,000
6
$2.54M 2.08%
45,000
7
$2.53M 2.07%
65,000
-19,000
8
$2.48M 2.03%
11,000
9
$2.48M 2.02%
60,000
+20,000
10
$2.45M 2.01%
24,000
+7,000
11
$2.34M 1.91%
48,000
-14,000
12
$2.29M 1.87%
36,210
+2,130
13
$2.23M 1.83%
88,000
+17,000
14
$2.21M 1.81%
15,000
-15,000
15
$2.18M 1.78%
108,000
16
$2.15M 1.76%
12,000
17
$2.14M 1.75%
42,000
+4,000
18
$2.09M 1.71%
25,000
+5,000
19
$2.06M 1.69%
11,308
+5,140
20
$2.06M 1.68%
35,000
-17,000
21
$1.88M 1.53%
16,000
+6,000
22
$1.85M 1.51%
4,000
23
$1.85M 1.51%
52,000
-1,000
24
$1.84M 1.5%
12,000
-8,000
25
$1.83M 1.49%
13,000
1
2 3 4