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
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