SIM
Seaview Investment Managers Portfolio holdings
AUM
$277M
1-Year Est. Return
29.59%
This Fund
S&P 500
1 Year Est. Return
+29.59%
AUM
$277M
AUM Growth
+$11.5M
(+4.3%)
Holding
82
Top Buys
| 1 | +$8.91M | |
| 2 | +$8.5M | |
| 3 | +$6.87M | |
| 4 |
Microsoft
MSFT
|
+$1.56M |
| 5 |
IBM
IBM
|
+$1.5M |
Top Sells
| 1 | +$8.09M | |
| 2 | +$8.01M | |
| 3 | +$5.81M | |
| 4 |
Salesforce
CRM
|
+$1.48M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
+$1.44M |
Sector Composition
| 1 | Technology | 29.24% |
| 2 | Financials | 15.18% |
| 3 | Materials | 9.82% |
| 4 | Communication Services | 9.79% |
| 5 | Healthcare | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Uber
UBER
$143B
| – | – |
-98,976
|
|
||
77
Vanguard Dividend Appreciation ETF
VIG
$109B
| – | – |
-1,688
|
|
||
78
Invesco S&P MidCap Momentum ETF
XMMO
$7.48B
| – | – |
-2,062
|
|
||
79
Abbott
ABT
$149B
| – | – |
-1,668
|
|
||
|
80
Salesforce
CRM
$157B
| – | – |
-5,591
|
|
||
81
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.25B
| – | – |
-14,346
|
|
||
82
HCA Healthcare
HCA
$84B
| – | – |
-17,160
|
|