NIA
NIA Impact Advisors Portfolio holdings
AUM
$308M
1-Year Est. Return
28.74%
1 Year Est. Return
+28.74%
AUM
$289M
AUM Growth
+$20M
(+7.4%)
Holding
105
Top Buys
| 1 | +$2.17M | |
| 2 | +$1.89M | |
| 3 | +$1.11M | |
| 4 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
+$1.06M |
| 5 |
Toast
TOST
|
+$1.02M |
Top Sells
| 1 | +$3.47M | |
| 2 | +$3.34M | |
| 3 | +$2.61M | |
| 4 |
SMI
VanEck HIP Sustainable Muni ETF
SMI
|
+$1.98M |
| 5 |
Steelcase
SCS
|
+$1.66M |
Sector Composition
| 1 | Technology | 35.44% |
| 2 | Industrials | 15.25% |
| 3 | Healthcare | 13.81% |
| 4 | Consumer Staples | 8.8% |
| 5 | Financials | 8.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Starbucks
SBUX
$96.4B
| – | – |
-2,102
|
|
||
|
102
Steelcase
SCS
$1.8B
| – | – |
-151,005
|
|
||
|
SMI
103
DELISTED
VanEck HIP Sustainable Muni ETF
SMI
| – | – |
-43,703
|
|
||
104
Tesla
TSLA
$1.34T
| – | – |
-820
|
|