NIA

NIA Impact Advisors Portfolio holdings

AUM $298M
1-Year Est. Return 27.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.97%
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
+$3.99M
2
+$2.91M
3
+$1.07M
4
EBAY icon
eBay
EBAY
+$387K
5
TEAM icon
Atlassian
TEAM
+$314K

Top Sells

1
+$14.1M
2
+$3.36M
3
+$2.24M
4
RDUS
Radius Recycling
RDUS
+$2.01M
5
NVDA icon
NVIDIA
NVDA
+$1.36M

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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