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SOA

Sea Otter Advisors Portfolio holdings

AUM $394K
1-Year Est. Return 2.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Sector Composition

1 Financials 31.07%
2 Healthcare 7.05%
3 Industrials 6.15%
4 Technology 4.29%
5 Materials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$521 ﹤0.01%
10,000
227
$62 ﹤0.01%
+3,450
228
$59 ﹤0.01%
+237
229
$15 ﹤0.01%
1,250
230
-5,000
231
-18,398
232
-109,216
233
0
234
0
235
0
236
-10,000
237
0
238
-15,304
239
-215,605
240
-14,026
241
-40,000
242
-1,000
243
-1,342
244
-22,913
245
-13,935
246
-50,000
247
-156,128
248
-917
249
0
250
-1,000