NV

Nair Vinay Portfolio holdings

AUM $79.8M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.42M
3
+$1.42M
4
AVB icon
AvalonBay Communities
AVB
+$1.42M
5
SPG icon
Simon Property Group
SPG
+$1.34M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 29.04%
2 Consumer Discretionary 13.18%
3 Technology 7.98%
4 Financials 7.8%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$433K 0.53%
+11,814
52
$430K 0.52%
+18,359
53
$421K 0.51%
+15,230
54
$411K 0.5%
+15,964
55
$410K 0.5%
+3,921
56
$408K 0.5%
+9,699
57
$403K 0.49%
+11,320
58
$389K 0.47%
+3,962
59
$389K 0.47%
+5,397
60
$388K 0.47%
+15,120
61
$385K 0.47%
+20,443
62
$384K 0.47%
+12,288
63
$383K 0.47%
+5,168
64
$381K 0.46%
+10,745
65
$381K 0.46%
+4,240
66
$380K 0.46%
+4,968
67
$374K 0.46%
+44,312
68
$369K 0.45%
+4,857
69
$368K 0.45%
+38,930
70
$364K 0.44%
+40,700
71
$362K 0.44%
+6,970
72
$360K 0.44%
+2,396
73
$350K 0.43%
+2,361
74
$349K 0.43%
+6,447
75
$343K 0.42%
+4,879
1 2
3
4 5