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
$372M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.18M
3
+$3.05M
4
WM icon
Waste Management
WM
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.44M

Top Sells

1
+$4.27M
2
+$3.78M
3
+$3.58M
4
CSCO icon
Cisco
CSCO
+$3.37M
5
UNH icon
UnitedHealth
UNH
+$3.33M

Sector Composition

1 Technology 32.01%
2 Healthcare 13.01%
3 Financials 12.55%
4 Consumer Discretionary 10.79%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39.6K 0.01%
195
102
– –
-2,461
103
– –
-946
104
– –
-74,146
105
– –
-67,510
106
– –
-1,557
107
– –
-2,353
108
– –
-52,113
109
– –
-1,655
110
– –
-25,829
111
– –
-182
112
– –
-145
113
– –
-1,080
1 2 3 4
5