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
$308M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.12M
3
+$3.36M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.2M
5
TSLA icon
Tesla
TSLA
+$3.17M

Top Sells

1
+$6.04M
2
+$5.23M
3
+$3.28M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.22M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.19M

Sector Composition

1 Communication Services 19.44%
2 Technology 18.1%
3 Financials 11.74%
4 Consumer Discretionary 8.35%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.56M 1.81%
51,055
+11,494
27
$5.29M 1.72%
79,427
+29,801
28
$5.28M 1.71%
76,313
+7,455
29
$5.21M 1.69%
65,331
+11,921
30
$5.12M 1.66%
+104,510
31
$4.18M 1.36%
15,978
+12,117
32
$3.41M 1.11%
140,766
-15,513
33
$3.36M 1.09%
+53,931
34
$3.3M 1.07%
69,009
-6,388
35
$3.2M 1.04%
+79,561
36
$2.47M 0.8%
78,746
-1,507
37
$2.44M 0.79%
16,029
-1,215
38
$2.33M 0.76%
22,192
-1,292
39
$2.14M 0.69%
82,002
-3,374
40
$2.11M 0.69%
+75,387
41
$2.07M 0.67%
+45,642
42
$2.02M 0.66%
+23,652
43
$1.95M 0.63%
+270,000
44
$1.94M 0.63%
+33,108
45
$1.88M 0.61%
28,848
-226
46
$1.45M 0.47%
+81,050
47
$1.43M 0.47%
96,100
+1,000
48
$1.22M 0.4%
28,770
+5,620
49
$1.21M 0.39%
11,747
+3,029
50
$1.19M 0.39%
+30,908
1
2
3 4 5