SIM

Seaview Investment Managers Portfolio holdings

AUM $277M
1-Year Est. Return 29.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$7.56M
3
+$6.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.75M
5
SAP icon
SAP
SAP
+$2.17M

Top Sells

1
+$17.6M
2
+$15.2M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$11.6M
5
MSFT icon
Microsoft
MSFT
+$11.1M

Sector Composition

1 Technology 33.83%
2 Communication Services 12.39%
3 Financials 9.12%
4 Healthcare 9.06%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 1.87%
63,312
+49,134
27
$4.79M 1.77%
279,129
-146,429
28
$3.81M 1.41%
96,104
-160,486
29
$3.66M 1.35%
27,074
-23,930
30
$3.34M 1.23%
53,144
-48,768
31
$3.14M 1.16%
11,744
+7,714
32
$2.08M 0.77%
5,838
-4,417
33
$1.68M 0.62%
81,953
+2,626
34
$1.38M 0.51%
27,967
-2,503
35
$1.37M 0.51%
28,742
-1,801
36
$1.27M 0.47%
16,660
-1,247
37
$1.2M 0.44%
7,912
-1,337
38
$1.16M 0.43%
+15,817
39
$1.11M 0.41%
17,114
-6,088
40
$896K 0.33%
33,408
-1,474
41
$839K 0.31%
32,792
-2,394
42
$827K 0.31%
29,767
-3,538
43
$827K 0.31%
19,089
-1,935
44
$794K 0.29%
+36,820
45
$755K 0.28%
5,567
-162
46
$745K 0.28%
2,283
-291
47
$730K 0.27%
51,120
+2,650
48
$727K 0.27%
13,907
-2,317
49
$697K 0.26%
5,749
-75
50
$642K 0.24%
14,724
-1,446
1
2
3 4 5