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
1
$2.71M 3.3%
+14,130
2
$1.42M 1.73%
+59,767
3
$1.42M 1.73%
+33,034
4
$1.42M 1.73%
+8,676
5
$1.34M 1.64%
+7,378
6
$1.26M 1.54%
+31,262
7
$1.16M 1.42%
+17,544
8
$1.16M 1.41%
+8,981
9
$1.05M 1.28%
+14,554
10
$1.01M 1.23%
+10,235
11
$938K 1.14%
+10,567
12
$857K 1.05%
+11,405
13
$838K 1.02%
+5,637
14
$808K 0.99%
+58,780
15
$784K 0.96%
+10,615
16
$784K 0.96%
+25,368
17
$729K 0.89%
+16,494
18
$723K 0.88%
+19,553
19
$708K 0.86%
+10,054
20
$670K 0.82%
+12,574
21
$667K 0.81%
+13,564
22
$644K 0.79%
+33,184
23
$643K 0.78%
+31,196
24
$640K 0.78%
+14,359
25
$629K 0.77%
+7,708
1
2 3 4 5