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
$117M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.91M
3
+$1.21M
4
FANG icon
Diamondback Energy
FANG
+$991K
5
CDNS icon
Cadence Design Systems
CDNS
+$934K

Top Sells

1
+$3.05M
2
+$2.33M
3
+$2.09M
4
MAT icon
Mattel
MAT
+$1.51M
5
PODD icon
Insulet
PODD
+$1.3M

Sector Composition

1 Technology 29.83%
2 Healthcare 12.44%
3 Industrials 9.96%
4 Energy 9.14%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.39M 4.6%
42,000
2
$4.72M 4.02%
40,000
+4,000
3
$4.03M 3.44%
600,000
+284,000
4
$3.9M 3.32%
243,000
5
$3.88M 3.31%
28,000
6
$3.43M 2.93%
25,700
7
$2.96M 2.53%
40,000
8
$2.92M 2.49%
13,000
9
$2.9M 2.47%
40,000
+12,000
10
$2.84M 2.42%
35,000
11
$2.8M 2.39%
9,000
+3,000
12
$2.63M 2.24%
10,000
+3,000
13
$2.39M 2.04%
14,000
14
$2.38M 2.03%
16,000
15
$2.37M 2.02%
9,000
16
$2.36M 2.02%
39,000
+6,000
17
$2.3M 1.96%
+28,000
18
$2.3M 1.96%
12,000
19
$2.18M 1.86%
8,000
20
$2.12M 1.81%
20,000
21
$2.11M 1.8%
21,000
+2,000
22
$2.03M 1.73%
40,000
23
$2.02M 1.73%
8,000
+2,000
24
$1.97M 1.68%
45,000
25
$1.94M 1.65%
29,000
1
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