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
76
$342K 0.42%
+7,394
77
$340K 0.41%
+5,617
78
$339K 0.41%
+1,987
79
$338K 0.41%
+12,577
80
$337K 0.41%
+5,799
81
$332K 0.41%
+9,733
82
$329K 0.4%
+2,725
83
$327K 0.4%
+3,361
84
$326K 0.4%
+37,357
85
$324K 0.4%
+21,291
86
$321K 0.39%
+5,377
87
$317K 0.39%
+1,894
88
$310K 0.38%
+1,236
89
$308K 0.38%
+8,189
90
$307K 0.37%
+8,898
91
$306K 0.37%
+16,214
92
$306K 0.37%
+11,630
93
$305K 0.37%
+7,366
94
$302K 0.37%
+3,964
95
$299K 0.36%
+3,369
96
$299K 0.36%
+6,112
97
$299K 0.36%
+15,189
98
$298K 0.36%
+234
99
$297K 0.36%
+10,370
100
$294K 0.36%
+15,326
2 3
4
5 6