NI

Natural Investments Portfolio holdings

AUM $402M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.13M
3
+$3.11M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.3M
5
NVDA icon
NVIDIA
NVDA
+$1.25M

Top Sells

1
+$3.33M
2
+$1.37M
3
+$1.26M
4
SMI
VanEck HIP Sustainable Muni ETF
SMI
+$1.01M
5
MA icon
Mastercard
MA
+$978K

Sector Composition

1 Technology 27.93%
2 Financials 12.72%
3 Healthcare 10.64%
4 Industrials 7.25%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$245K 0.06%
1,424
-538
227
$240K 0.06%
+2,279
228
$239K 0.06%
3,150
-994
229
$236K 0.06%
740
+39
230
$232K 0.06%
+4,823
231
$229K 0.06%
1,779
+203
232
$229K 0.06%
53,922
+8,081
233
$229K 0.06%
+3,083
234
$219K 0.06%
+3,112
235
$218K 0.06%
+14,446
236
$217K 0.06%
1,368
-1,231
237
$213K 0.06%
+5,567
238
$211K 0.05%
+4,017
239
$210K 0.05%
+589
240
$206K 0.05%
1,343
-430
241
$205K 0.05%
+7,017
242
$203K 0.05%
+1,167
243
$203K 0.05%
3,217
+106
244
$201K 0.05%
+3,859
245
$194K 0.05%
+12,563
246
$182K 0.05%
16,821
+6,488
247
$182K 0.05%
34,961
+11,302
248
$180K 0.05%
24,260
+43
249
$154K 0.04%
+10,081
250
$146K 0.04%
15,985
7 8 9
10
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