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SIA
SeaBridge Investment Advisors Portfolio holdings
AUM
$591M
1-Year Est. Return
29.25%
This Fund
S&P 500
1 Year Est. Return
+29.25%
AUM
$616M
AUM Growth
+$78.4M
(+15%)
Holding
215
Top Buys
| 1 | +$21.6M | |
| 2 | +$7.82M | |
| 3 | +$7.73M | |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$7.41M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$5.34M |
Top Sells
| 1 | +$23.2M | |
| 2 | +$6.34M | |
| 3 | +$5.73M | |
| 4 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$4.94M |
| 5 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$4.11M |
Sector Composition
| 1 | Technology | 19.07% |
| 2 | Communication Services | 10.61% |
| 3 | Financials | 8.12% |
| 4 | Industrials | 6.1% |
| 5 | Consumer Discretionary | 5.71% |