NI

Natural Investments Portfolio holdings

AUM $403M
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$21.3M
3
+$14.9M
4
NVDA icon
NVIDIA
NVDA
+$14.9M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$8.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.07%
2 Financials 11.94%
3 Healthcare 11.2%
4 Industrials 6.78%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.83%
+16,318
27
$2.86M 0.79%
+103,578
28
$2.82M 0.78%
+3,077
29
$2.8M 0.78%
+5,389
30
$2.78M 0.77%
+11,558
31
$2.78M 0.77%
+8,380
32
$2.69M 0.74%
+47,456
33
$2.68M 0.74%
+9,717
34
$2.45M 0.68%
+12,700
35
$2.39M 0.66%
+31,385
36
$2.38M 0.66%
+8,011
37
$2.34M 0.65%
+6,662
38
$2.3M 0.64%
+9,805
39
$2.26M 0.63%
+9,929
40
$2.25M 0.62%
+37,374
41
$2.24M 0.62%
+9,110
42
$2.23M 0.62%
+7,547
43
$2.21M 0.61%
+218,868
44
$2.18M 0.6%
+36,527
45
$2.17M 0.6%
+3,620
46
$2.15M 0.6%
+25,363
47
$2.15M 0.6%
+9,279
48
$2.12M 0.59%
+12,652
49
$2.03M 0.56%
+10,665
50
$2M 0.55%
+18,096
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