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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.5M
3
+$4.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.87M
5
NEE icon
NextEra Energy
NEE
+$3.87M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 21.49%
2 Technology 20.45%
3 Healthcare 14.57%
4 Financials 12.63%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$125K 0.11%
+4,529
52
$123K 0.11%
+3,005
53
$119K 0.11%
+1,007
54
$116K 0.11%
+2,830
55
$115K 0.11%
+2,738
56
$115K 0.11%
+4,050
57
$114K 0.1%
+1,784
58
$113K 0.1%
+3,383
59
$90K 0.08%
+3,784
60
$87K 0.08%
+2,098
61
$79K 0.07%
+2,142
62
$69K 0.06%
+2
63
$60K 0.06%
+490
64
$57K 0.05%
+247
65
$49K 0.05%
+7,093
66
$48K 0.04%
+620
67
$48K 0.04%
+104
68
$44K 0.04%
+310
69
$42K 0.04%
+128
70
$37K 0.03%
+1,101
71
$36K 0.03%
+200
72
$34K 0.03%
+128
73
$29K 0.03%
+725
74
$28K 0.03%
+105
75
$28K 0.03%
+985
1 2
3
4 5