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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.68M
3
+$1.32M
4
SON icon
Sonoco
SON
+$1.17M
5
FDX icon
FedEx
FDX
+$1.12M

Top Sells

1
+$1.66M
2
+$1.54M
3
+$1.27M
4
ADBE icon
Adobe
ADBE
+$1.19M
5
UNP icon
Union Pacific
UNP
+$1.06M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 15.5%
3 Financials 15.22%
4 Healthcare 12.7%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-22,680
127
– –
-1,301
128
– –
-17,330
129
– –
-16,426
130
– –
-4,819
131
$0 ﹤0.01%
+10
132
– –
-465
133
– –
-250
134
– –
-84,697
135
– –
-11,550
2 3 4 5
6