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
$2.87M
AUM Growth
+$717K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$248K
3
+$202K
4
FIT
Fitbit, Inc. Class A common stock
FIT
+$85K
5
TSLA icon
Tesla
TSLA
+$73.5K

Top Sells

1
+$147K

Sector Composition

1 Healthcare 32.85%
2 Technology 22.79%
3 Consumer Staples 14.72%
4 Consumer Discretionary 13.95%
5 Industrials 12.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$401K 13.95%
28,170
+5,160
2
$351K 12.21%
4,906
3
$345K 12%
39,302
4
$275K 9.57%
+4,889
5
$248K 8.63%
+6,173
6
$233K 8.11%
7,267
7
$229K 7.97%
993
8
$221K 7.69%
31,619
-21,002
9
$202K 7.03%
+16,967
10
$147K 5.11%
17,211
+1,877
11
$137K 4.77%
24,947
12
$85K 2.96%
+11,679