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
$402M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.14M
3
+$3.85M
4
LLY icon
Eli Lilly
LLY
+$2.89M
5
SEE
Sealed Air
SEE
+$1.97M

Top Sells

1
+$3.91M
2
+$3.43M
3
+$2.85M
4
GWW icon
W.W. Grainger
GWW
+$2.79M
5
UNH icon
UnitedHealth
UNH
+$2.47M

Sector Composition

1 Technology 28.77%
2 Financials 12.62%
3 Consumer Discretionary 9.4%
4 Communication Services 8.28%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.06%
1,028
102
$202K 0.05%
1,724
103
$159K 0.04%
238
-16
104
$47.2K 0.01%
195
105
$40.2K 0.01%
548
-4
106
$18.1K ﹤0.01%
97
-1
107
– –
-9,484
108
– –
-2,542
109
– –
-7,985
110
– –
-10,696
111
– –
-6,475
112
– –
-19,814
113
– –
-37,735
114
– –
-1
115
– –
-1,139
116
– –
-12,616
117
– –
-7,781
118
– –
-1,294
119
– –
-10,475
120
– –
-5,289
121
– –
-7,193
122
– –
-4,300
123
– –
-67,985
124
– –
-1,413
125
– –
-59,380
2 3 4
5
6