II
Impact Investors Portfolio holdings
AUM $142M
This Quarter Return
+1.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.98%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Agency Bond ETF
AGZ
|
+$14.7M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$13M |
| 3 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$11.4M |
| 4 |
iShares Gold Trust
IAU
|
+$7.91M |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$6.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.68% |
| 2 | Financials | 8.32% |
| 3 | Consumer Discretionary | 5.42% |
| 4 | Industrials | 4.17% |
| 5 | Consumer Staples | 3.25% |
