SIM

Seaview Investment Managers Portfolio holdings

AUM $266M
1-Year Est. Return 30.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$7.48M
3
+$7.36M
4
SYK icon
Stryker
SYK
+$7.32M
5
WMT icon
Walmart Inc
WMT
+$7.08M

Top Sells

1
+$10.3M
2
+$9.61M
3
+$8.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.09M
5
DE icon
Deere & Co
DE
+$6.98M

Sector Composition

1 Technology 18.91%
2 Healthcare 12.8%
3 Communication Services 12.01%
4 Financials 9.41%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$397K 0.12%
41,167
+8,167
52
$377K 0.11%
11,600
53
$361K 0.11%
4,987
-429
54
$358K 0.11%
899
-26,685
55
$354K 0.11%
3,400
-100
56
$336K 0.1%
+14,570
57
$328K 0.1%
5,189
-762
58
$321K 0.1%
4,947
-640
59
$321K 0.1%
5,900
60
$319K 0.1%
19,173
+18
61
$300K 0.09%
4,400
62
$294K 0.09%
2,491
-118
63
$293K 0.09%
5,784
+430
64
$282K 0.09%
1,614
+59
65
$273K 0.08%
38,600
66
$270K 0.08%
4,526
-68
67
$267K 0.08%
3,985
-266
68
$267K 0.08%
1,518
-13,941
69
$264K 0.08%
1,045
+55
70
$258K 0.08%
16,968
-1,224
71
$255K 0.08%
2,835
-58
72
$251K 0.08%
4,130
-430
73
$248K 0.07%
6,269
-1,718
74
$246K 0.07%
10,566
-2,742
75
$239K 0.07%
1,186
-48,296
1 2
3
4 5