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
176
$356K 0.1%
+3,200
177
$355K 0.1%
+1,607
178
$354K 0.1%
+1,744
179
$335K 0.09%
+8,288
180
$334K 0.09%
+6,760
181
$334K 0.09%
+1,628
182
$333K 0.09%
+970
183
$325K 0.09%
+572
184
$322K 0.09%
+3,161
185
$316K 0.09%
+1,488
186
$312K 0.09%
+63
187
$308K 0.09%
+6,675
188
$308K 0.09%
+1,482
189
$304K 0.08%
+8,101
190
$302K 0.08%
+3,526
191
$296K 0.08%
+8,442
192
$294K 0.08%
+8,671
193
$293K 0.08%
+9,993
194
$292K 0.08%
+655
195
$292K 0.08%
+4,133
196
$291K 0.08%
+3,644
197
$290K 0.08%
+6,250
198
$283K 0.08%
+4,895
199
$282K 0.08%
+482
200
$281K 0.08%
+2,700
6 7
8
9 10