SOA

Sea Otter Advisors Portfolio holdings

AUM $394K
1-Year Est. Return 9.15%
This Quarter Est. Return
1 Year Est. Return
+9.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$40.8M
2 +$3.91M
3 +$3.83M
4
TSLA icon
Tesla
TSLA
+$3.73M
5
AXAC
AXIOS Sustainable Growth Acquisition Corporation
AXAC
+$2.85M

Sector Composition

1 Financials 40.76%
2 Technology 4.9%
3 Consumer Discretionary 3.83%
4 Industrials 3.31%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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