NAM

Nutshell Asset Management Portfolio holdings

AUM $168M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$13.5M
3
+$11.2M
4
FTNT icon
Fortinet
FTNT
+$9.73M
5
MSCI icon
MSCI
MSCI
+$9.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.56%
2 Financials 12.16%
3 Communication Services 11.48%
4 Consumer Discretionary 11.2%
5 Healthcare 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.82%
+9,000
27
$1.07M 0.68%
+10,500
28
$956K 0.6%
+2,500
29
$602K 0.38%
+1,800
30
$188K 0.12%
+30,000
1
2