AC

Arjuna Capital Portfolio holdings

AUM $379M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$1.63M
4
NUE icon
Nucor
NUE
+$1.53M
5
PFG icon
Principal Financial Group
PFG
+$1.24M

Top Sells

1
+$2.3M
2
+$1.99M
3
+$1.58M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.52M
5
NFLX icon
Netflix
NFLX
+$1.48M

Sector Composition

1 Technology 26.36%
2 Consumer Discretionary 13.4%
3 Healthcare 13.37%
4 Financials 13.12%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$523K 0.29%
20,304
+2,854
77
$476K 0.26%
2,754
-314
78
$467K 0.26%
1,860
-145
79
$435K 0.24%
4,361
-364
80
$353K 0.2%
2,430
-1,768
81
$281K 0.16%
1,311
-9
82
$269K 0.15%
1,747
-6,667
83
$267K 0.15%
+4,327
84
$237K 0.13%
1,020
85
$232K 0.13%
1,645
86
$232K 0.13%
+598
87
$224K 0.12%
6,428
+106
88
$221K 0.12%
3,031
89
$219K 0.12%
+933
90
$203K 0.11%
1,289
-190
91
$192K 0.11%
+14,184
92
$161K 0.09%
1,721
+842
93
$154K 0.09%
1,760
94
$52K 0.03%
16,982
-427
95
$4K ﹤0.01%
46
96
– –
-2,792
97
– –
-93
98
– –
-12,714
99
– –
-2,188
100
– –
-2,959
1 2 3
4
5