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
$308M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$3.58M
3 +$3.04M
4
WGS icon
GeneDx Holdings
WGS
+$1.59M
5
EBAY icon
eBay
EBAY
+$1.42M

Top Sells

1 +$6.04M
2 +$2.4M
3 +$1.63M
4
ACM icon
Aecom
ACM
+$1.49M
5
PANW icon
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
RZLT icon
101
Rezolute
RZLT
$824M
$108K 0.04%
+11,454
CSL icon
102
Carlisle Companies
CSL
$13.4B
-16,169
EMR icon
103
Emerson Electric
EMR
$74.1B
-1,560