NI

NYL Investors Portfolio holdings

AUM $304M
1-Year Est. Return 3.6%
This Quarter Est. Return
1 Year Est. Return
+3.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$392K
2 +$347K
3 +$143K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$127K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$111K

Sector Composition

1 Energy 7.03%
2 Utilities 1.98%
3 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.36M 0.53%
64,189
27
$199K 0.08%
246,531
28
$126K 0.05%
7,584
29
$5K ﹤0.01%
588