NIA
NIA Impact Advisors Portfolio holdings
AUM
$298M
1-Year Est. Return
27.97%
This Fund
S&P 500
1 Year Est. Return
+27.97%
AUM
$308M
AUM Growth
+$18.4M
(+6.4%)
Holding
103
Top Buys
| 1 | +$4.02M | |
| 2 | +$3.88M | |
| 3 | +$2.99M | |
| 4 |
GeneDx Holdings
WGS
|
+$1.61M |
| 5 |
eBay
EBAY
|
+$1.38M |
Top Sells
| 1 | +$6.04M | |
| 2 | +$2.63M | |
| 3 | +$1.53M | |
| 4 |
Aecom
ACM
|
+$1.38M |
| 5 |
Stantec
STN
|
+$1.22M |
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 | |
|---|---|---|---|---|---|---|
101
Rezolute
RZLT
$299M
| $108K | 0.04% |
+11,454
|
|
||
102
Carlisle Companies
CSL
$13.5B
| – | – |
-16,169
|
|
||
103
Emerson Electric
EMR
$74B
| – | – |
-1,560
|
|