II
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
-$7.68M
(-5.1%)
Holding
103
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.64M | |
| 3 | +$1.11M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.01M |
| 5 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$925K |
Top Sells
| 1 | +$1.86M | |
| 2 | +$1.15M | |
| 3 | +$821K | |
| 4 |
iShares Gold Trust
IAU
|
+$784K |
| 5 |
Visa
V
|
+$731K |
Sector Composition
| 1 | Technology | 14.68% |
| 2 | Financials | 6.36% |
| 3 | Consumer Discretionary | 3.61% |
| 4 | Communication Services | 3.41% |
| 5 | Industrials | 3.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares 20+ Year Treasury Bond ETF
TLT
$42.9B
| – | – |
-5,564
|
|
||
102
UnitedHealth
UNH
$336B
| – | – |
-937
|
|
||
103
Veeva Systems
VEEV
$27.5B
| – | – |
-1,056
|
|