NIA
NIA Impact Advisors Portfolio holdings
AUM
$308M
1-Year Est. Return
28.74%
1 Year Est. Return
+28.74%
AUM
$308M
AUM Growth
+$18.4M
(+6.4%)
Holding
103
Top Buys
| 1 | +$4.39M | |
| 2 | +$3.58M | |
| 3 | +$3.04M | |
| 4 |
GeneDx Holdings
WGS
|
+$1.59M |
| 5 |
eBay
EBAY
|
+$1.42M |
Top Sells
| 1 | +$6.04M | |
| 2 | +$2.4M | |
| 3 | +$1.63M | |
| 4 |
Aecom
ACM
|
+$1.49M |
| 5 |
Palo Alto Networks
PANW
|
+$1.24M |
Sector Composition
| 1 | Technology | 36.62% |
| 2 | Industrials | 14.38% |
| 3 | Healthcare | 13.67% |
| 4 | Consumer Staples | 8.6% |
| 5 | Financials | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total Stock Market ETF
VTI
$563B
| $14.3M | 4.65% |
43,575
|
|
||
2
TSMC
TSM
$1.51T
| $11.4M | 3.69% |
40,644
+266
|
|
||
3
Apple
AAPL
$4.23T
| $11.3M | 3.67% |
44,321
-595
|
|
||
4
First Solar
FSLR
$28.2B
| $11.1M | 3.6% |
50,253
+1,195
|
|
||
5
IBM
IBM
$282B
| $8.66M | 2.81% |
30,674
+162
|
|
||
6
Stantec
STN
$10.8B
| $8.14M | 2.65% |
75,538
-11,160
|
|
||
7
Robinhood
HOOD
$113B
| $7.85M | 2.55% |
54,808
-671
|
|
||
8
Xylem
XYL
$33.9B
| $7.66M | 2.49% |
51,953
-11,051
|
|
||
9
Stride
LRN
$2.73B
| $7.13M | 2.32% |
47,895
-2,159
|
|
||
10
SAP
SAP
$282B
| $6.87M | 2.23% |
25,700
+133
|
|
||
|
11
eBay
EBAY
$37.5B
| $6.79M | 2.21% |
74,608
+15,659
|
|
||
|
12
Palo Alto Networks
PANW
$132B
| $6.68M | 2.17% |
32,787
-6,103
|
|
||
|
13
Aecom
ACM
$13.4B
| $6.38M | 2.07% |
48,912
-11,452
|
|
||
14
Procter & Gamble
PG
$341B
| $6.37M | 2.07% |
41,433
-44
|
|
||
15
Nextpower Inc
NXT
$12.9B
| $6.36M | 2.07% |
86,014
+3,954
|
|
||
16
Vertex Pharmaceuticals
VRTX
$110B
| $6.24M | 2.03% |
15,933
+46
|
|
||
17
Fortinet
FTNT
$61.7B
| $6.24M | 2.03% |
74,156
+271
|
|
||
18
Microsoft
MSFT
$3.64T
| $6.22M | 2.02% |
11,999
+5,866
|
|
||
19
Gilead Sciences
GILD
$154B
| $5.67M | 1.84% |
51,050
+1,154
|
|
||
20
Iron Mountain
IRM
$24.5B
| $5.42M | 1.76% |
53,167
+665
|
|
||
21
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.2B
| $5.17M | 1.68% |
168,527
+3,669
|
|
||
22
Telefonica
TEF
$23.5B
| $4.94M | 1.61% |
973,233
+5,403
|
|
||
23
NVIDIA
NVDA
$4.41T
| $4.85M | 1.58% |
25,988
-5,396
|
|
||
24
GSK
GSK
$97.4B
| $4.76M | 1.55% |
110,175
+1,479
|
|
||
25
Cloudflare
NET
$70.5B
| $4.54M | 1.48% |
21,155
+5,251
|
|