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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	17.921
Price to Book	2.915	2.469
Price to Sales	1.893	1.576
Price to Cash Flow	12.263	10.467
Dividend Yield	1.557	1.456
5 Years Earnings Growth	9.705	11.340

Sector Allocation

Name	Net %	Category Average
Technology	31.310	16.113
Healthcare	10.700	9.749
Financial Services	9.290	16.530
Industrials	9.130	19.424
Energy	7.830	4.619
Consumer Cyclical	7.690	12.978
Basic Materials	6.810	4.661
Real Estate	6.740	6.956
Communication Services	4.780	2.871
Utilities	4.060	4.134
Consumer Defensive	1.660	4.493

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	192.77	+6.15%
ZoomInfo	US98980F1049	4.74	10.28	+3.11%
Arista Networks Inc	US0404131064	3.25	-	-
ARM Holdings PLC ADR	-	3.19	-	-
DexCom	US2521311074	2.94	65.20	+0.12%
Coherent	US19247G1076	2.62	115.13	+3.63%
MetLife	US59156R1086	2.60	80.82	+1.32%
Dick’s Sporting Goods	US2533931026	2.59	229.71	+8.57%
Cadence Design	US1273871087	2.57	332.23	+1.60%
Allison Transmission	US01973R1014	2.46	80.71	+1.56%

Top Equity Funds by Aquila

Name	Total Assets	YTD%	3Y%	10Y%
Hawaiian Tax-Free A	346.94M	2.49	3.25	1.12
Aquila Tax-Free Trust of Oregon A	168.61M	0.71	1.63	1.08
Aquila Tax-Free Trust of Arizona A	102.78M	0.87	2.20	1.53
Aquila Tax-Free Trust of Oregon Y	105.02M	0.71	1.78	1.24
Aquila Tax-Free Fund For Utah A	93.92M	0.99	2.04	1.50

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