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
$67.3M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.47M
3
+$3.14M
4
DCRD
Decarbonization Plus Acquisition Corporation IV Class A Ordinary Share
DCRD
+$3.14M
5
FPAC
Far Peak Acquisition Corporation
FPAC
+$2.78M

Top Sells

1
+$3.42M
2
+$2.47M
3
+$2.36M
4
FTVI
FinTech Acquisition Corp. VI Class A Common Stock
FTVI
+$2.15M
5
DAOO
Crypto 1 Acquisition Corp Class A Ordinary Shares
DAOO
+$2.01M

Sector Composition

1 Financials 75.87%
2 Industrials 6.04%
3 Technology 5.16%
4 Healthcare 4.75%
5 Materials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54K ﹤0.01%
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