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Aquila Opportunity Growth Fund Class A (ATGAX)

US Funds

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44.53 0.00 0%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 47.72M

Type: Fund

Market: United States

Issuer: Aquila

Asset Class: Equity

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ATGAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Aquila Three Peaks Opportunity Growth A (ATGAX) fund. Our Aquila Three Peaks Opportunity Growth A 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	4.40	4.40	0.00
Stocks	95.60	95.60	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.73	17.43
Price to Book	2.84	2.43
Price to Sales	2.12	1.55
Price to Cash Flow	12.29	10.83
Dividend Yield	1.62	1.49
5 Years Earnings Growth	8.80	11.67

Sector Allocation

Name	Net %	Category Average
Technology	32.53	15.45
Financial Services	11.30	15.67
Healthcare	10.35	10.25
Real Estate	8.07	7.41
Energy	6.32	5.14
Industrials	6.28	19.25
Communication Services	6.16	3.08
Utilities	6.09	3.92
Basic Materials	5.87	5.15
Consumer Cyclical	5.25	13.39
Consumer Defensive	1.78	4.41

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 67

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Micron	US5951121038	4.39	101.73	+2.01%
ZoomInfo	US98980F1049	4.37	11.29	-0.35%
Arista Networks	US0404131064	4.06	394.88	+0.18%
Coherent	US19247G1076	3.67	90.91	-1.48%
Arm	US0420682058	3.63	137.53	-2.79%
Illumina	US4523271090	3.45	153.49	+2.49%
Roblox	US7710491033	3.28	50.00	-2.80%
Elastic	NL0013056914	3.17	79.63	-1.50%
DexCom	US2521311074	2.98	69.70	-0.92%
WEC Energy	US92939U1060	2.85	94.91	-0.69%

Top Equity Funds by Aquila

Name	Total Assets	YTD%	3Y%	10Y%
Hawaiian Tax-Free A	384.54M	2.15	-0.45	1.18
Aquila Tax-Free Trust of Oregon A	205.27M	1.44	-0.48	1.38
Aquila Tax-Free Fund For Utah A	116.31M	1.73	-0.48	1.79
Aquila Tax-Free Trust of Oregon Y	121.98M	1.46	-0.33	1.54
Aquila Tax-Free Trust of Arizona A	118.69M	1.78	-0.46	1.79

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Aquila Three Peak.	44.53	0.00	0%
	Mercer Short Date.	99.630	-0.010	-0.01%