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

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
in Stake
Capital Flow
326
-44,278