I
IMPACTfolio Portfolio holdings
AUM
$211M
This Quarter Return
-1.36%
1 Year Return
+11.87%
3 Year Return
+43.71%
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(-0.54%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
87.74%
Holding
59
New
6
Increased
14
Reduced
20
Closed
10
Top Buys
Top Sells
| 1 |
Nuveen ESG Small-Cap ETF
NUSC
|
$2.45M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$324K |
| 3 |
Best Buy
BBY
|
$228K |
| 4 |
Hasbro
HAS
|
$223K |
| 5 |
Texas Instruments
TXN
|
$216K |
Sector Composition
| 1 | Technology | 4.57% |
| 2 | Healthcare | 1% |
| 3 | Industrials | 0.8% |
| 4 | Communication Services | 0.52% |
| 5 | Consumer Discretionary | 0.25% |
