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
$308M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.12M
3
+$3.36M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.2M
5
TSLA icon
Tesla
TSLA
+$3.17M

Top Sells

1
+$6.04M
2
+$5.23M
3
+$3.28M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.22M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.19M

Sector Composition

1 Communication Services 19.44%
2 Technology 18.1%
3 Financials 11.74%
4 Consumer Discretionary 8.35%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.38%
6,572
+1,848
52
$994K 0.32%
13,241
+54
53
$963K 0.31%
+813
54
$930K 0.3%
21,515
+117
55
$794K 0.26%
44,082
56
$709K 0.23%
+1,918
57
$587K 0.19%
8,459
+13
58
$539K 0.18%
26,600
+8,000
59
$491K 0.16%
63,000
60
$434K 0.14%
8,000
61
$406K 0.13%
11,600
62
$363K 0.12%
38,600
63
$361K 0.12%
4,337
+1,474
64
$350K 0.11%
32,000
65
$349K 0.11%
5,900
66
$337K 0.11%
13,646
-144
67
$324K 0.11%
19,119
-306
68
$296K 0.1%
1,700
-105
69
$296K 0.1%
+14,146
70
$293K 0.1%
6,366
-365
71
$289K 0.09%
4,920
+158
72
$288K 0.09%
1,555
73
$286K 0.09%
395
74
$272K 0.09%
31,065
+1,500
75
$272K 0.09%
6,011
-265
1 2
3
4 5