AC

Arjuna Capital Portfolio holdings

AUM $408M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.09M
3
+$422K
4
VRSK icon
Verisk Analytics
VRSK
+$410K
5
SON icon
Sonoco
SON
+$406K

Top Sells

1
+$1.72M
2
+$1.65M
3
+$1.63M
4
EMR icon
Emerson Electric
EMR
+$1.4M
5
AMZN icon
Amazon
AMZN
+$1.38M

Sector Composition

1 Technology 21.7%
2 Financials 14.82%
3 Healthcare 13.69%
4 Consumer Discretionary 12.2%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.61%
6,493
+144
27
$1.82M 1.55%
11,204
+340
28
$1.73M 1.47%
14,608
+279
29
$1.72M 1.47%
31,236
-1,923
30
$1.62M 1.38%
10,865
+201
31
$1.54M 1.32%
52,923
+1,335
32
$1.4M 1.19%
30,998
+801
33
$1.33M 1.14%
79,250
+2,200
34
$1.31M 1.12%
+45,838
35
$1.27M 1.09%
9,869
-173
36
$1.25M 1.07%
20,800
-22,165
37
$1.25M 1.07%
5,664
+66
38
$1.23M 1.05%
21,118
+6,824
39
$1.17M 1%
12,989
-330
40
$1.16M 0.99%
14,997
-128
41
$1.04M 0.89%
42,450
+768
42
$886K 0.76%
8,049
+282
43
$807K 0.69%
2,800
+59
44
$708K 0.6%
29,232
+3,372
45
$655K 0.56%
9,611
+423
46
$644K 0.55%
13,290
-14,703
47
$634K 0.54%
10,455
-119
48
$631K 0.54%
8,491
-12,941
49
$620K 0.53%
3,606
-9,255
50
$607K 0.52%
7,639
-2,692
1
2
3 4