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
$269M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.05M
3
+$771K
4
EBAY icon
eBay
EBAY
+$393K
5
LMND icon
Lemonade
LMND
+$262K

Top Sells

1
+$14.1M
2
+$2.85M
3
+$2.01M
4
HOOD icon
Robinhood
HOOD
+$1.96M
5
HAIN icon
Hain Celestial
HAIN
+$1.22M

Sector Composition

1 Technology 32.04%
2 Healthcare 17.71%
3 Industrials 13.88%
4 Consumer Staples 9.75%
5 Financials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.75%
65,662
+2,990
52
$2M 0.74%
9,759
53
$1.98M 0.74%
43,703
+39
54
$1.87M 0.69%
16,594
-25,317
55
$1.85M 0.69%
55,642
-12,414
56
$1.81M 0.67%
37,287
+160
57
$1.73M 0.64%
27,351
-1,850
58
$1.67M 0.62%
53,250
+8,320
59
$1.66M 0.61%
151,005
-2,244
60
$1.63M 0.6%
18,396
-860
61
$1.59M 0.59%
22,900
-300
62
$1.59M 0.59%
43,563
63
$1.46M 0.54%
310,525
+34,303
64
$1.43M 0.53%
22,834
+12,287
65
$1.43M 0.53%
24,000
-169
66
$1.4M 0.52%
9,465
-225
67
$1.39M 0.52%
6,019
68
$1.27M 0.47%
25,687
69
$1.21M 0.45%
13,535
+27
70
$869K 0.32%
48,034
-14,187
71
$798K 0.3%
1
72
$744K 0.28%
3,440
-130
73
$742K 0.28%
1,499
-267
74
$654K 0.24%
9,570
-280
75
$608K 0.23%
1,032
-220
1 2
3
4 5