NIA
NIA Impact Advisors Portfolio holdings
AUM
$289M
This Quarter Return
-0.77%
1 Year Return
+30.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(-12%)
Cap. Flow
-$30M
Cap. Flow
% of AUM
-11.15%
Top 10 Holdings %
Top 10 Hldgs %
30.92%
Holding
117
New
5
Increased
18
Reduced
60
Closed
18
Top Buys
| 1 |
GSK
GSK
|
$4.22M |
| 2 |
Fresenius Medical Care
FMS
|
$3.05M |
| 3 |
e.l.f. Beauty
ELF
|
$771K |
| 4 |
eBay
EBAY
|
$393K |
| 5 |
Lemonade
LMND
|
$262K |
Top Sells
| 1 |
Simpson Manufacturing
SSD
|
$14.1M |
| 2 |
Cloudflare
NET
|
$2.85M |
| 3 |
RDUS
Radius Recycling
RDUS
|
$2.01M |
| 4 |
Robinhood
HOOD
|
$1.96M |
| 5 |
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% |
