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
$181M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.17M
3
+$1.57M
4
NUE icon
Nucor
NUE
+$1.48M
5
PFG icon
Principal Financial Group
PFG
+$1.14M

Top Sells

1
+$2.21M
2
+$1.83M
3
+$1.48M
4
HIG icon
Hartford Financial Services
HIG
+$1.4M
5
BEPC icon
Brookfield Renewable
BEPC
+$1.25M

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
101
– –
-4,151
102
– –
-2,792
1 2 3 4
5