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
$3.13M
AUM Growth
+$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$203K
3
+$129K
4
RUN icon
Sunrun
RUN
+$118K

Top Sells

1
+$233K
2
+$229K
3
+$147K
4
TSLA icon
Tesla
TSLA
+$120K
5
OSUR icon
OraSure Technologies
OSUR
+$22.9K

Sector Composition

1 Healthcare 33.71%
2 Technology 29.77%
3 Consumer Staples 16.53%
4 Consumer Discretionary 12.89%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$485K 15.51%
37,529
-1,773
2
$403K 12.89%
21,720
-6,450
3
$402K 12.86%
4,669
-220
4
$349K 11.16%
50,243
+18,624
5
$318K 10.17%
4,681
-225
6
$251K 8.03%
5,896
-277
7
$208K 6.65%
+2,411
8
$203K 6.49%
+171
9
$168K 5.37%
16,202
-765
10
$156K 4.99%
23,798
-1,149
11
$118K 3.77%
+21,883
12
$66K 2.11%
11,152
-527
13
– –
-993
14
– –
-7,267
15
– –
-17,211