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
$246M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.67M
3
+$1.56M
4
ORCL icon
Oracle
ORCL
+$1.36M
5
UPS icon
United Parcel Service
UPS
+$1.23M

Top Sells

1
+$1.95M
2
+$1.64M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.11M
5
CMI icon
Cummins
CMI
+$925K

Sector Composition

1 Technology 27.33%
2 Consumer Discretionary 14.78%
3 Financials 14.4%
4 Healthcare 12.96%
5 Communication Services 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-964
127
– –
-78
128
– –
-1,094
129
– –
-30
130
– –
-9,120
131
– –
-12,641
132
– –
-11,883
133
– –
-83
134
– –
-207
135
$0 ﹤0.01%
10
136
– –
-1,578
137
– –
-701
138
– –
-47
2 3 4 5
6