DII

Domini Impact Investments Portfolio holdings

AUM $7.59M
1-Year Est. Return 47.68%
This Quarter Est. Return
1 Year Est. Return
+47.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16M
AUM Growth
-$177K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$72.1K

Top Sells

1
+$211K
2
+$169K
3
+$12.6K
4
TSLA icon
Tesla
TSLA
+$8.98K
5
AYI icon
Acuity Brands
AYI
+$6.09K

Sector Composition

1 Healthcare 32.5%
2 Industrials 18.27%
3 Technology 17.48%
4 Consumer Staples 17.25%
5 Consumer Discretionary 14.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$388K 17.99%
4,906
-65
2
$372K 17.25%
52,621
-1,783
3
$313K 14.51%
39,302
-21,193
4
$313K 14.51%
23,010
-660
5
$287K 13.31%
7,267
+1,825
6
$263K 12.19%
993
-23
7
$131K 6.07%
24,947
-281
8
$90K 4.17%
15,334
-519
9
– –
-3,107