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SIM
Seaview Investment Managers Portfolio holdings
AUM
$335M
1-Year Est. Return
47.2%
This Fund
S&P 500
This Quarter
Est. Return
+33.64%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$335M
AUM Growth
+$57.4M
(+21%)
Cap. Flow
-$2.71M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
35.13%
Holding
94
New
21
Increased
40
Reduced
28
Closed
1
Top Buys
| 1 |
Walt Disney
DIS
|
+$9.56M |
| 2 |
Apple
AAPL
|
+$9.19M |
| 3 |
Goldman Sachs
GS
|
+$8.9M |
| 4 |
Amphenol
APH
|
+$8.43M |
| 5 |
Caterpillar
CAT
|
+$8.38M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$9.91M |
| 2 |
Newmont
NEM
|
+$9.11M |
| 3 |
Itaú Unibanco
ITUB
|
+$8.69M |
| 4 |
McKesson
MCK
|
+$8.18M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$8.01M |
Sector Composition
| 1 | Technology | 37.07% |
| 2 | Communication Services | 11.8% |
| 3 | Financials | 8.8% |
| 4 | Healthcare | 5.75% |
| 5 | Materials | 5.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Bitcoin Trust
IBIT
$47.6B
| $1.04M | 0.31% |
31,115
+1,155
| +4% | +$47K |
|
52
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
| $702K | 0.21% |
3,877
+310
| +9% | +$65.5K |
|
53
Tesla
TSLA
$1.48T
| $658K | 0.2% |
1,565
+103
| +7% | +$41K |
|
54
Lam Research
LRCX
$419B
| $501K | 0.15% |
1,157
-200
| -15% | -$60.7K |
|
55
iShares Silver Trust
SLV
$27.9B
| $492K | 0.15% |
9,200
-143
| -2% | -$9.48K |
|
56
Seagate
STX
$187B
| $483K | 0.14% |
+500
| New | +$381K |
|
57
Cloudflare
NET
$96.9B
| $468K | 0.14% |
+1,910
| New | +$418K |
|
58
Dell
DELL
$267B
| $437K | 0.13% |
1,012
-273
| -21% | -$79K |
|
59
iShares Residential and Multisector Real Estate ETF
REZ
$880M
| $437K | 0.13% |
4,610
+2,023
| +78% | +$182K |
|
60
Citigroup
C
$230B
| $383K | 0.11% |
2,736
+558
| +26% | +$72.6K |
|
61
American Express
AXP
$245B
| $377K | 0.11% |
1,116
-24,557
| -96% | -$7.86M |
|
|
DRAM
62
Roundhill Memory ETF
DRAM
$22.5B
| $375K | 0.11% |
+5,077
| New | +$264K |
|
63
Marriott International
MAR
$97.3B
| $367K | 0.11% |
990
| – | – |
|
64
Palo Alto Networks
PANW
$289B
| $366K | 0.11% |
+1,072
| New | +$245K |
|
|
XOVR
65
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$2.02B
| $365K | 0.11% |
17,339
| – | – |
|
66
Applied Materials
AMAT
$460B
| $330K | 0.1% |
+456
| New | +$210K |
|
67
CrowdStrike
CRWD
$211B
| $329K | 0.1% |
+1,724
| New | +$245K |
|
68
Western Digital
WDC
$177B
| $322K | 0.1% |
504
-277
| -35% | -$135K |
|
|
SCHW
69
Charles Schwab
SCHW
$179B
| $316K | 0.09% |
3,424
-87,851
| -96% | -$8.01M |
|
|
70
Newmont
NEM
$102B
| $315K | 0.09% |
3,376
-83,647
| -96% | -$9.11M |
|
|
71
McKesson
MCK
$93.2B
| $311K | 0.09% |
411
-10,315
| -96% | -$8.18M |
|
72
Credo Technology Group
CRDO
$42.3B
| $295K | 0.09% |
+1,083
| New | +$214K |
|
73
Vanguard S&P 500 ETF
VOO
$989B
| $286K | 0.09% |
417
-15
| -3% | -$10K |
|
74
JPMorgan International Bond Opportunities ETF
JPIB
$2.06B
| $285K | 0.09% |
5,888
-110
| -2% | -$5.29K |
|
75
iShares JPMorgan EM Corporate Bond ETF
CEMB
$395M
| $284K | 0.08% |
6,212
-155
| -2% | -$7.07K |
|
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