NIA IMPACT ADVISORS, LLC has about 24% of it's holdings in Technology sector.
Sector | % |
---|---|
Technology | 24 |
Others | 23.5 |
Healthcare | 14.4 |
Industrials | 11.6 |
Basic Materials | 7.2 |
Consumer Defensive | 6.1 |
Real Estate | 4.8 |
Financial Services | 3.7 |
Communication Services | 2.2 |
Consumer Cyclical | 1.6 |
NIA IMPACT ADVISORS, LLC has about 54.2% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
LARGE-CAP | 38 |
UNALLOCATED | 23.5 |
MID-CAP | 18.1 |
MEGA-CAP | 16.2 |
SMALL-CAP | 4.2 |
About 65.4% of the stocks held by NIA IMPACT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 47.5 |
Others | 34.6 |
RUSSELL 2000 | 17.9 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
NIA IMPACT ADVISORS, LLC has 109 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. ELF proved to be the most loss making stock for the portfolio. IBM was the most profitable stock for NIA IMPACT ADVISORS, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 3.82 | 49,358 | 11,500,400 | reduced | -1.5 | ||
AAXJ | ishares tr | 0.07 | 1,865 | 202,595 | new | |||
ABBV | abbvie inc | 0.14 | 2,210 | 436,397 | added | 11.06 | ||
ABT | abbott labs | 0.14 | 3,707 | 422,657 | added | 5.85 | ||
ACM | aecom | 2.34 | 68,261 | 7,049,300 | reduced | -1.93 | ||
ACSI | tidal etf tr | 0.42 | 66,626 | 1,257,240 | added | 0.83 | ||
ACWF | ishares tr | 0.15 | 8,935 | 453,362 | unchanged | 0.00 | ||
ADI | analog devices inc | 1.01 | 13,265 | 3,053,220 | added | 1.44 | ||
ADP | automatic data processing in | 0.66 | 7,155 | 1,980,000 | unchanged | 0.00 | ||
ADSK | autodesk inc | 0.74 | 8,105 | 2,232,740 | reduced | -0.17 | ||
AMAL | amalgamated financial corp | 2.36 | 226,468 | 7,104,310 | added | 2.29 | ||
AMD | advanced micro devices inc | 1.13 | 20,765 | 3,407,060 | added | 2.57 | ||
AMN | amn healthcare svcs inc | 0.67 | 47,309 | 2,005,450 | added | 20.45 | ||
AMZN | amazon com inc | 0.08 | 1,269 | 236,453 | added | 10.44 | ||
ATR | aptargroup inc | 0.51 | 9,590 | 1,536,220 | added | 0.21 | ||
AWK | american wtr wks co inc new | 0.08 | 1,636 | 239,249 | unchanged | 0.00 | ||
BUZZ | vaneck etf trust | 1.00 | 64,414 | 3,019,730 | added | 0.09 | ||
BWA | borgwarner inc | 0.68 | 56,379 | 2,045,980 | added | 8.64 | ||
CARR | carrier global corporation | 0.77 | 28,951 | 2,330,270 | unchanged | 0.00 | ||
CAT | caterpillar inc | 0.09 | 651 | 254,619 | new | |||