SIM
Seaview Investment Managers Portfolio holdings
AUM
$472M
This Quarter Return
+13.51%
1 Year Return
+24.46%
3 Year Return
+123.63%
5 Year Return
+201.26%
10 Year Return
–
AUM
$291M
AUM Growth
+$291M
(+16%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
34.14%
Holding
109
New
19
Increased
54
Reduced
20
Closed
3
Top Buys
| 1 |
Deere & Co
DE
|
$8.21M |
| 2 |
Broadcom
AVGO
|
$7.43M |
| 3 |
American Express
AXP
|
$7.16M |
| 4 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$2.34M |
| 5 |
Merck
MRK
|
$1.01M |
Top Sells
| 1 |
Applied Materials
AMAT
|
$7.67M |
| 2 |
Nike
NKE
|
$7.47M |
| 3 |
Pultegroup
PHM
|
$7.24M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$974K |
| 5 |
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% |
