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
Capital Flow
26
$1.63M 0.83%
+127,811
27
$1.52M 0.78%
+150,000
28
$1.46M 0.75%
+140,000
29
$1.37M 0.7%
+43,928
30
$1.36M 0.69%
+129,500
31
$1.31M 0.67%
+125,600
32
$1.29M 0.66%
121,372
+18,027
33
$1.26M 0.64%
+58,140
34
$1.22M 0.62%
+120,000
35
$1.19M 0.61%
+113,958
36
$1.17M 0.6%
+60,791
37
$1.12M 0.57%
+106,940
38
$1.1M 0.56%
+105,000
39
$1.09M 0.56%
+105,018
40
$1.06M 0.54%
+50
41
$1.05M 0.53%
+100,000
42
$1.04M 0.53%
101,866
+80,000
43
$954K 0.49%
+92,500
44
$844K 0.43%
80,083
45
$843K 0.43%
+80,000
46
$767K 0.39%
+75,000
47
$727K 0.37%
+69,098
48
$716K 0.37%
+68,566
49
$714K 0.36%
+70,000
50
$695K 0.35%
67,821