NI
Natural Investments Portfolio holdings
AUM
$387M
This Quarter Return
+11.34%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$387M
AUM Growth
+$387M
(+9.6%)
Cap. Flow
+$3.36M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
33.51%
Holding
272
New
26
Increased
117
Reduced
99
Closed
17
Top Buys
| 1 |
AXS Change Finance ESG ETF
CHGX
|
$3.89M |
| 2 |
Amazon
AMZN
|
$3.45M |
| 3 |
Adasina Social Justice All Cap Global ETF
JSTC
|
$3.32M |
| 4 |
NVIDIA
NVDA
|
$1.57M |
| 5 |
Intuitive Surgical
ISRG
|
$1.35M |
Top Sells
| 1 |
CHGX
AXS Change Finance ESG ETF
CHGX
|
$3.33M |
| 2 |
Broadcom
AVGO
|
$1.74M |
| 3 |
Nike
NKE
|
$1.27M |
| 4 |
SMI
VanEck HIP Sustainable Muni ETF
SMI
|
$1.01M |
| 5 |
Mastercard
MA
|
$994K |
Sector Composition
| 1 | Technology | 27.93% |
| 2 | Financials | 12.72% |
| 3 | Healthcare | 10.64% |
| 4 | Industrials | 7.25% |
| 5 | Consumer Discretionary | 6.15% |
