NC

Naman Capital Portfolio holdings

AUM $356M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$56.3M
2
+$24.1M
3
+$10.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.69M

Top Sells

1
+$10M
2
+$407K

Sector Composition

1 Energy 17.58%
2 Financials 9.66%
3 Communication Services 4.53%
4 Technology 3.65%
5 Materials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.8M 37.99%
558,556
+325,240
2
$43.4M 17.02%
14,079,999
3
$38.1M 14.97%
68,191
+19,354
4
$24.1M 9.44%
+451,750
5
$16.6M 6.52%
31,200
6
$9.31M 3.65%
24,800
7
$7.98M 3.13%
10
8
$6.25M 2.45%
40,000
9
$5.29M 2.08%
34,200
+17,400
10
$3.2M 1.26%
344,547
11
$2.33M 0.91%
776,722
-135,701
12
$1.42M 0.56%
271,941
13
– –
-60,000