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Home > Institutional Investor > Capital Impact Advisors, Llc > Profile

Instuitional Investor - Capital Impact Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Capital Impact Advisors, Llc
Portfolio Value $76,105,099
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Affirm Holdings Inc.
 AFRM 46,969 $2,308,057 3.03%
2.
Toast Inc.
 TOST 120,029 $2,191,730 2.87%
3.
Bill Holdings Inc.
 BILL 25,325 $2,066,267 2.71%
4.
Upstart Holdings Inc.
 UPST 48,632 $1,987,104 2.61%
5.
Twist Bioscience Corp
 TWST 46,647 $1,719,408 2.25%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)