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
$472M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.7M
3
+$10.1M
4
HCA icon
HCA Healthcare
HCA
+$9.67M
5
ALL icon
Allstate
ALL
+$9.62M

Top Sells

1
+$12.8M
2
+$11.2M
3
+$10.3M
4
SYK icon
Stryker
SYK
+$10.1M
5
GS icon
Goldman Sachs
GS
+$9.82M

Sector Composition

1 Technology 34.34%
2 Communication Services 12.97%
3 Financials 8.48%
4 Healthcare 7.53%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.26%
+16,427
52
$1.21M 0.26%
12,362
+2,341
53
$1.13M 0.24%
3,911
+745
54
$1.1M 0.23%
6,059
-50,223
55
$1.04M 0.22%
2,363
+1,323
56
$1.01M 0.21%
1,020
+330
57
$979K 0.21%
3,352
+1,098
58
$947K 0.2%
1,940
-25
59
$933K 0.2%
34,882
+3,619
60
$907K 0.19%
21,024
+2,396
61
$905K 0.19%
7,608
+2,120
62
$904K 0.19%
33,305
+3,981
63
$897K 0.19%
35,186
+4,099
64
$887K 0.19%
+3,807
65
$882K 0.19%
37,163
+4,393
66
$873K 0.19%
8,099
+477
67
$859K 0.18%
5,391
+668
68
$851K 0.18%
2,575
-155
69
$842K 0.18%
68,777
+250
70
$836K 0.18%
14,697
+929
71
$816K 0.17%
16,224
+867
72
$800K 0.17%
68,167
+1,000
73
$742K 0.16%
2,336
+1,535
74
$720K 0.15%
12,375
75
$718K 0.15%
2,574
-2,959
1 2
3
4 5