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Aquila Opportunity Growth Fund Institutional Class (ATRIX)

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Aquila Three Peaks Opportunity Growth Fund Institu historical data, for real-time data please try another search

50.210 +0.640 +1.29%

22/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 555.64K

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ATRIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Aquila Three Peaks Opportunity Growth Fund Institu (ATRIX) fund. Our Aquila Three Peaks Opportunity Growth Fund Institu portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.120	1.120	0.000
Shares	98.880	98.880	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.434	17.085
Price to Book	2.915	2.412
Price to Sales	1.893	1.531
Price to Cash Flow	12.263	10.642
Dividend Yield	1.557	1.510
5 Years Earnings Growth	9.705	11.808

Sector Allocation

Name	Net %	Category Average
Technology	31.310	15.686
Healthcare	10.700	10.168
Financial Services	9.290	16.879
Industrials	9.130	18.712
Energy	7.830	4.976
Consumer Cyclical	7.690	12.836
Basic Materials	6.810	4.751
Real Estate	6.740	7.217
Communication Services	4.780	2.773
Utilities	4.060	4.150
Consumer Defensive	1.660	4.502

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 66

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Micron	US5951121038	4.88	110.95	+2.20%
ZoomInfo	US98980F1049	4.74	10.15	+2.42%
Arista Networks Inc	US0404131064	3.25	-	-
ARM Holdings PLC ADR	-	3.19	-	-
DexCom	US2521311074	2.94	85.68	-1.14%
Coherent	US19247G1076	2.62	81.19	+1.82%
MetLife	US59156R1086	2.60	79.62	-0.39%
Dick’s Sporting Goods	US2533931026	2.59	182.36	+0.89%
Cadence Design	US1273871087	2.57	301.66	+1.59%
Allison Transmission	US01973R1014	2.46	101.07	-2.40%

Top Equity Funds by Aquila

Name	Total Assets	YTD%	3Y%	10Y%
Hawaiian Tax-Free A	349.99M	-0.66	1.13	0.91
Aquila Tax-Free Trust of Oregon A	176.21M	-0.82	1.33	0.98
Aquila Tax-Free Trust of Arizona A	104.82M	-0.69	1.70	1.42
Aquila Tax-Free Fund For Utah A	99.5M	-0.55	1.57	1.39
Aquila Tax-Free Trust of Oregon Y	100.09M	-0.87	1.45	1.13

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Recent Quotes

Name	Price	Chg.	Chg. %
Aquila Three Peak.	50.210	+0.640	+1.29%
Padinver SIMCAV S.	99.72	-0.00	-0.00%
American Funds Wa.	63.35	-0.12	-0.19%
Handelsbanken Asi.	0.022	0.000	0.00%
BLK Acciones Méxi.	3.803	+0.040	+1.06%
L&G Euro Corporat.	1.046	-0.001	-0.09%
POMPEYO 74 SICAV .	0.972	-0.002	-0.19%
Standard Life Inv.	10.883	+0.010	+0.09%