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Impact Investors Portfolio holdings
AUM
$144M
1-Year Est. Return
17.92%
This Fund
S&P 500
1 Year Est. Return
+17.92%
AUM
$144M
AUM Growth
-$194K
(-0.13%)
Holding
118
Top Buys
| 1 | +$1.21M | |
| 2 | +$935K | |
| 3 | +$884K | |
| 4 |
iShares USD Green Bond ETF
BGRN
|
+$809K |
| 5 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$791K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$1.24M | |
| 3 | +$864K | |
| 4 |
Ameriprise Financial
AMP
|
+$653K |
| 5 |
First Citizens BancShares
FCNCA
|
+$562K |
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Financials | 5.79% |
| 3 | Consumer Discretionary | 3.87% |
| 4 | Industrials | 3.18% |
| 5 | Communication Services | 2.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vital Farms
VITL
$454M
| $192K | 0.13% |
13,616
-1,866
|
|
||
102
Cushman & Wakefield Ltd
CWK
$3.16B
| $161K | 0.11% |
+13,143
|
|
||
103
DoubleVerify
DV
$1.57B
| $138K | 0.1% |
14,476
-12,249
|
|
||
104
TAL Education Group
TAL
$5.63B
| $135K | 0.09% |
+11,874
|
|
||
105
Banco Bradesco
BBD
$37B
| $104K | 0.07% |
+28,445
|
|
||
106
Brilliant Earth
BRLT
$18.7M
| $21.9K | 0.02% |
16,454
-19,956
|
|
||
107
Adobe
ADBE
$82.5B
| – | – |
-601
|
|
||
108
Aon
AON
$71.6B
| – | – |
-698
|
|
||
109
Fortinet
FTNT
$107B
| – | – |
-3,184
|
|
||
110
General Mills
GIS
$18.4B
| – | – |
-5,608
|
|
||
111
Ingredion
INGR
$6.41B
| – | – |
-1,963
|
|
||
112
MongoDB
MDB
$27.6B
| – | – |
-814
|
|
||
113
3M
MMM
$82.6B
| – | – |
-1,305
|
|
||
114
Prudential
PUK
$33.2B
| – | – |
-6,977
|
|
||
115
Qualcomm
QCOM
$223B
| – | – |
-1,323
|
|
||
116
Teladoc Health
TDOC
$1.32B
| – | – |
-12,571
|
|
||
117
Thomson Reuters
TRI
$35.5B
| – | – |
-3,602
|
|
||
118
Zscaler
ZS
$20.9B
| – | – |
-912
|
|