SIM

Seaview Investment Managers Portfolio holdings

AUM $472M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.43M
3
+$7.16M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$2.34M
5
MRK icon
Merck
MRK
+$1.01M

Top Sells

1
+$7.67M
2
+$7.47M
3
+$7.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$974K
5
VTV icon
Vanguard Value ETF
VTV
+$495K

Sector Composition

1 Communication Services 17.89%
2 Technology 14.24%
3 Financials 11.53%
4 Energy 8.84%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.39%
62,418
+915
52
$1.03M 0.35%
21,398
53
$1.01M 0.35%
24,297
-74
54
$996K 0.34%
13,187
+121
55
$927K 0.32%
+8,718
56
$866K 0.3%
4,724
+177
57
$834K 0.29%
44,082
+50
58
$801K 0.28%
3,861
+273
59
$643K 0.22%
23,150
+4,790
60
$612K 0.21%
+8,446
61
$532K 0.18%
+11,600
62
$525K 0.18%
63,000
63
$435K 0.15%
+5,900
64
$407K 0.14%
38,600
65
$404K 0.14%
18,600
-3,000
66
$400K 0.14%
21,880
-6,791
67
$391K 0.13%
32,000
68
$361K 0.12%
+19,425
69
$344K 0.12%
8,000
70
$343K 0.12%
13,790
+965
71
$332K 0.11%
2,710
-60,928
72
$331K 0.11%
14,053
+1,264
73
$316K 0.11%
+6,731
74
$312K 0.11%
5,710
+1,764
75
$307K 0.11%
+4,542
1 2
3
4 5