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
$145M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.51M
3
+$2.62M
4
ASAN icon
Asana
ASAN
+$1.5M
5
GMED icon
Globus Medical
GMED
+$1.45M

Top Sells

1
+$6.61M
2
+$4.91M
3
+$4.41M
4
VEEV icon
Veeva Systems
VEEV
+$3.64M
5
NVDA icon
NVIDIA
NVDA
+$3.54M

Sector Composition

1 Healthcare 26.06%
2 Technology 23.77%
3 Consumer Discretionary 13.61%
4 Financials 11.77%
5 Communication Services 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
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