SIM

Seaview Investment Managers Portfolio holdings

AUM $266M
1-Year Est. Return 30.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.7M
3
+$10.1M
4
HCA icon
HCA Healthcare
HCA
+$9.67M
5
ALL icon
Allstate
ALL
+$9.62M

Top Sells

1
+$12.8M
2
+$11.2M
3
+$10.3M
4
SYK icon
Stryker
SYK
+$10.1M
5
GS icon
Goldman Sachs
GS
+$9.82M

Sector Composition

1 Technology 34.34%
2 Communication Services 12.97%
3 Financials 8.48%
4 Healthcare 7.53%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.53M 1.81%
49,467
+3,763
27
$7.72M 1.64%
425,558
+411,926
28
$6.56M 1.39%
51,004
+47,913
29
$6.45M 1.37%
23,417
-59,091
30
$6.29M 1.33%
+86,404
31
$6.12M 1.3%
+101,912
32
$4.35M 0.92%
21,210
-46,061
33
$3.13M 0.66%
10,255
+115
34
$2.48M 0.53%
97,920
-9,500
35
$2.27M 0.48%
11,083
+2,897
36
$1.98M 0.42%
22,086
+269
37
$1.61M 0.34%
11,842
+8,266
38
$1.48M 0.31%
79,327
+63,001
39
$1.42M 0.3%
23,202
+13,206
40
$1.41M 0.3%
3,979
+340
41
$1.38M 0.29%
4,437
+2,258
42
$1.35M 0.29%
+17,907
43
$1.33M 0.28%
30,470
-2,932
44
$1.33M 0.28%
30,543
-4,340
45
$1.31M 0.28%
10,706
-266
46
$1.31M 0.28%
8,728
+3,834
47
$1.29M 0.27%
9,249
-956
48
$1.26M 0.27%
6,787
+330
49
$1.24M 0.26%
3,886
+600
50
$1.23M 0.26%
+4,030
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