NIA

NIA Impact Advisors Portfolio holdings

AUM $308M
1-Year Est. Return 28.74%
This Quarter Est. Return
1 Year Est. Return
+28.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$9.4M
3 +$8.45M
4
TSLA icon
Tesla
TSLA
+$8.25M
5
RUN icon
Sunrun
RUN
+$7.91M

Top Sells

No sells this quarter

Sector Composition

1 Technology 41.22%
2 Healthcare 15.99%
3 Consumer Discretionary 10.57%
4 Utilities 8.22%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.12%
+1,095
52
$229K 0.12%
+18,293
53
$218K 0.11%
+1,692
54
$138K 0.07%
+10,328