test

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
BBYBest Buy Inc
Recent Activity
Exited
0%
$228,293
2,210 shares@ $103.3 avg price
HASHasbro Inc
Recent Activity
Exited
0%
$222,746
3,080 shares@ $72.33 avg price
TXNTexas Instrs Inc
Recent Activity
Exited
0%
$216,485
1,048 shares@ $206.57 avg price
CHRWC H Robinson Worldwide Inc
Recent Activity
Exited
0%
$213,787
1,937 shares@ $110.38 avg price
ECLEcolab Inc
Recent Activity
Exited
0%
$210,392
824 shares@ $255.34 avg price
VLTOVeralto Corp
Recent Activity
Exited
0%
$210,297
1,880 shares@ $111.87 avg price
LENLennar Corp
Recent Activity
Exited
0%
$208,853
1,114 shares@ $187.49 avg price
DGXQuest Diagnostics Inc
Recent Activity
Exited
0%
$208,656
1,344 shares@ $155.25 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$204,523
395 shares@ $517.78 avg price
KOCoca Cola Co
Recent Activity
Exited
0%
$200,130
2,785 shares@ $71.86 avg price