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
$205M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.92%
2 Healthcare 17.36%
3 Consumer Discretionary 9.97%
4 Utilities 6.54%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$298K 0.15%
1,099
+2
52
$286K 0.14%
6,000
53
$252K 0.12%
1,700
+5
54
$184K 0.09%
10,677
+168