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
$129M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.28M
3
+$2.55M
4
HOVR icon
New Horizon Aircraft
HOVR
+$2.37M
5
ABP
Abpro Holdings
ABP
+$2.16M

Top Sells

1
+$4.02M
2
+$3.1M
3
+$2.85M
4
GRDI
GRIID Infrastructure Inc. Common Stock
GRDI
+$2.59M
5
ICNC
Iconic Sports Acquisition Corp.
ICNC
+$2.57M

Sector Composition

1 Financials 33.92%
2 Healthcare 7.62%
3 Technology 5.09%
4 Industrials 4.37%
5 Materials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
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