We are live on ! Find out more
NAM

Nutshell Asset Management Portfolio holdings

AUM $183M
1-Year Est. Return 2.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$9.52M
3
+$9.42M
4
TW icon
Tradeweb Markets
TW
+$8.52M
5
NVDA icon
NVIDIA
NVDA
+$4.36M

Top Sells

1
+$9.7M
2
+$5.36M
3
+$5.28M
4
ANET icon
Arista Networks
ANET
+$4.4M
5
PYPL icon
PayPal
PYPL
+$3.57M

Sector Composition

1 Technology 41.86%
2 Financials 20.85%
3 Communication Services 8.16%
4 Consumer Discretionary 5.12%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$797K 0.38%
+2,400
27
– –
-6,600
28
– –
-43,000
29
– –
-6,223
30
– –
-13,000
31
– –
-48,100
1
2