CIA

Capital Impact Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 38.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.1M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.97M
3
+$1.36M
4
PACB icon
Pacific Biosciences
PACB
+$998K
5
TDOC icon
Teladoc Health
TDOC
+$936K

Top Sells

1
+$1.11M
2
+$1.06M
3
+$1.05M
4
CLH icon
Clean Harbors
CLH
+$1.02M
5
MTDR icon
Matador Resources
MTDR
+$989K

Sector Composition

1 Healthcare 33.27%
2 Technology 29.89%
3 Consumer Discretionary 13.95%
4 Financials 9.7%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
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