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
26
$3.14M 0.81%
7,181
-898
27
$3.09M 0.8%
44,269
-1,393
28
$3.04M 0.79%
8,505
-1,287
29
$3.02M 0.78%
92,137
-2,760
30
$3M 0.78%
26,056
-649
31
$2.91M 0.75%
1,113
-86
32
$2.87M 0.74%
15,662
+1,747
33
$2.77M 0.72%
10,346
-1,071
34
$2.7M 0.7%
16,936
+4,191
35
$2.65M 0.69%
8,317
+159
36
$2.63M 0.68%
8,454
-1,168
37
$2.63M 0.68%
26,014
+978
38
$2.41M 0.62%
35,069
-1,561
39
$2.38M 0.62%
19,296
-2,090
40
$2.37M 0.61%
226,836
-5,289
41
$2.31M 0.6%
7,601
-1,473
42
$2.25M 0.58%
38,708
+293
43
$2.24M 0.58%
6,306
+944
44
$2.22M 0.57%
16,590
+1,380
45
$2.2M 0.57%
24,971
-169
46
$2.19M 0.57%
11,741
-998
47
$2.15M 0.56%
6,964
-462
48
$2.1M 0.54%
27,741
-3,462
49
$2.07M 0.54%
79,536
+10,879
50
$2.02M 0.52%
14,488
-1,072
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