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Jeffrey S Arnold

@Impactfolio, Llc

Latest period2024 - Q4ReportedManaged Assets$192.7MTotal holdings49
Assets growth rate-0.53%Assets growth rate (2-Q avg)4%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Impactfolio, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Impactfolio, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 192.7M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 4%. The portfolio is managed by Jeffrey S Arnold, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLRESelect Sector Spdr Tr
Recent Activity
New Position
1.2%
$2.305M
56,673 shares@ $40.68 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.12%
$219,748
2,379 shares@ $92.37 avg price
EWEdwards Lifesciences Corp
Recent Activity
New Position
0.12%
$214,983
2,904 shares@ $74.03 avg price
WATWaters Corp
Recent Activity
New Position
0.11%
$207,378
559 shares@ $370.99 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.11%
$204,033
697 shares@ $292.74 avg price
GWWGrainger W W Inc
Recent Activity
New Position
0.11%
$202,378
192 shares@ $1054.06 avg price