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AC

Arjuna Capital Portfolio holdings

AUM $393M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.25M
3
+$1.66M
4
BXP icon
Boston Properties
BXP
+$1.61M
5
AOS icon
A.O. Smith
AOS
+$1.49M

Top Sells

1
+$3.94M
2
+$2.94M
3
+$2.22M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.92M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 28.79%
2 Healthcare 14.12%
3 Financials 12.81%
4 Consumer Discretionary 10.79%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.17%
883
-570
77
$370K 0.15%
661
-660
78
$369K 0.15%
2,640
-600
79
$344K 0.14%
7,581
+3,588
80
$317K 0.13%
6,176
+1,474
81
$306K 0.13%
1,892
-547
82
$303K 0.13%
+3,601
83
$283K 0.12%
1,539
+49
84
$261K 0.11%
736
85
$256K 0.11%
4,070
+60
86
$4K ﹤0.01%
46
87
– –
-8,608
88
– –
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89
– –
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90
– –
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91
– –
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92
– –
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93
– –
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94
– –
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95
– –
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96
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97
– –
-3,359
98
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-42,333
99
– –
-1,641
100
– –
-532
1 2 3
4
5