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
151
$232K 0.28%
+9,038
152
$232K 0.28%
+12,186
153
$232K 0.28%
+4,782
154
$230K 0.28%
+3,731
155
$230K 0.28%
+1,537
156
$225K 0.27%
+5,303
157
$225K 0.27%
+2,420
158
$224K 0.27%
+1,210
159
$221K 0.27%
+19,647
160
$220K 0.27%
+4,871
161
$219K 0.27%
+11,675
162
$219K 0.27%
+7,804
163
$218K 0.27%
+15,811
164
$216K 0.26%
+3,521
165
$216K 0.26%
+4,345
166
$215K 0.26%
+4,942
167
$215K 0.26%
+55
168
$214K 0.26%
+8,462
169
$211K 0.26%
+7,737
170
$210K 0.26%
+11,743
171
$209K 0.26%
+1,128
172
$208K 0.25%
+10,333
173
$207K 0.25%
+10,222
174
$206K 0.25%
+9,960
175
$206K 0.25%
+2,710
5 6
7
8 9