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
126
$255K 0.31%
+5,644
127
$251K 0.31%
+3,875
128
$251K 0.31%
+6,885
129
$250K 0.31%
+2,770
130
$249K 0.3%
+3,221
131
$248K 0.3%
+8,253
132
$247K 0.3%
+4,648
133
$247K 0.3%
+12,361
134
$247K 0.3%
+2,521
135
$246K 0.3%
+2,880
136
$243K 0.3%
+6,292
137
$242K 0.3%
+5,175
138
$239K 0.29%
+2,396
139
$238K 0.29%
+4,045
140
$238K 0.29%
+6,863
141
$238K 0.29%
+4,538
142
$238K 0.29%
+248
143
$237K 0.29%
+9,082
144
$237K 0.29%
+3,340
145
$236K 0.29%
+5,480
146
$235K 0.29%
+2,223
147
$235K 0.29%
+27,844
148
$235K 0.29%
+6,497
149
$234K 0.29%
+3,391
150
$234K 0.29%
+2,851
4 5
6
7 8