CIA

Capital Impact Advisors Portfolio holdings

AUM $447M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$731K
3 +$706K
4
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$675K
5
TRUP icon
Trupanion
TRUP
+$597K

Top Sells

1 +$983K
2 +$926K
3 +$695K
4
TTD icon
Trade Desk
TTD
+$689K
5
GHDX
Genomic Health, Inc.
GHDX
+$623K

Sector Composition

1 Technology 25.36%
2 Healthcare 24%
3 Communication Services 11.23%
4 Consumer Discretionary 10.45%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0