SIM

Seaview Investment Managers Portfolio holdings

AUM $271M
1-Year Est. Return 27.34%
This Quarter Est. Return
1 Year Est. Return
+27.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$6.02M
3
+$5.99M
4
UNH icon
UnitedHealth
UNH
+$5.82M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.81M

Top Sells

1
+$4.34M
2
+$2.82M
3
+$2.81M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.71M
5
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$2.57M

Sector Composition

1 Communication Services 16.53%
2 Technology 12.07%
3 Financials 11.43%
4 Consumer Discretionary 11.02%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.38%
152,871
+23,277
27
$3.01M 1.23%
73,436
+10,563
28
$3.01M 1.23%
50,107
+8,456
29
$2.94M 1.2%
24,310
+8,897
30
$2.88M 1.17%
+38,444
31
$2.76M 1.12%
+48,462
32
$2.74M 1.12%
+22,965
33
$2.73M 1.11%
+84,956
34
$2.71M 1.11%
+22,000
35
$2.69M 1.1%
36,717
+5,290
36
$1.98M 0.81%
26,906
+22,341
37
$1.96M 0.8%
29,568
+2,228
38
$1.93M 0.79%
83,548
+54,360
39
$1.85M 0.76%
+40,505
40
$1.83M 0.75%
22,753
+14,009
41
$1.83M 0.75%
24,316
+1,211
42
$1.8M 0.73%
26,746
+3,114
43
$1.74M 0.71%
21,900
+1,505
44
$1.73M 0.7%
+85,730
45
$1.65M 0.67%
17,798
+2,836
46
$1.53M 0.62%
+347,026
47
$1.3M 0.53%
32,546
+22,034
48
$1.29M 0.53%
31,600
+24,913
49
$1.27M 0.52%
+4,774
50
$1.22M 0.5%
95,000
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