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SIM
Seaview Investment Managers Portfolio holdings
AUM
$335M
1-Year Est. Return
47.2%
This Fund
S&P 500
This Quarter
Est. Return
+33.64%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$335M
AUM Growth
+$57.4M
(+21%)
Cap. Flow
-$2.71M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
35.13%
Holding
94
New
21
Increased
40
Reduced
28
Closed
1
Top Buys
| 1 |
Walt Disney
DIS
|
+$9.56M |
| 2 |
Apple
AAPL
|
+$9.19M |
| 3 |
Goldman Sachs
GS
|
+$8.9M |
| 4 |
Amphenol
APH
|
+$8.43M |
| 5 |
Caterpillar
CAT
|
+$8.38M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$9.91M |
| 2 |
Newmont
NEM
|
+$9.11M |
| 3 |
Itaú Unibanco
ITUB
|
+$8.69M |
| 4 |
McKesson
MCK
|
+$8.18M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$8.01M |
Sector Composition
| 1 | Technology | 37.07% |
| 2 | Communication Services | 11.8% |
| 3 | Financials | 8.8% |
| 4 | Healthcare | 5.75% |
| 5 | Materials | 5.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
| $283K | 0.08% |
3,418
-66
| -2% | -$5.45K |
|
|
IBDZ
77
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$877M
| $282K | 0.08% |
10,841
-165
| -1% | -$4.3K |
|
78
AST SpaceMobile
ASTS
$19.8B
| $274K | 0.08% |
+3,084
| New | +$269K |
|
79
AtaiBeckley Inc
ATAI
$1.97B
| $263K | 0.08% |
49,922
| – | – |
|
80
Alibaba
BABA
$282B
| $257K | 0.08% |
+2,682
| New | +$336K |
|
81
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.9B
| $250K | 0.07% |
9,990
-47
| -0.5% | -$1.18K |
|
82
Astera Labs
ALAB
$60.1B
| $248K | 0.07% |
+514
| New | +$136K |
|
83
Constellation Energy
CEG
$92.2B
| $242K | 0.07% |
974
-27,061
| -97% | -$7.62M |
|
84
First Trust Preferred Securities and Income ETF
FPE
$6.37B
| $238K | 0.07% |
13,287
-110
| -0.8% | -$1.98K |
|
85
Palantir
PLTR
$321B
| $231K | 0.07% |
+1,977
| New | +$270K |
|
86
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.2B
| $221K | 0.07% |
+836
| New | +$221K |
|
87
GE Vernova
GEV
$284B
| $217K | 0.06% |
+185
| New | +$189K |
|
88
Sprott Physical Silver Trust
PSLV
$11.8B
| $214K | 0.06% |
+11,323
| New | +$267K |
|
89
Vertiv
VRT
$117B
| $212K | 0.06% |
634
-242
| -28% | -$76.8K |
|
90
Marvell Technology
MRVL
$185B
| $210K | 0.06% |
+706
| New | +$142K |
|
|
SPCX
91
SpaceX
SPCX
$1.78T
| $202K | 0.06% |
+1,180
| New | +$200K |
|
92
Herbalife
HLF
$1.29B
| $165K | 0.05% |
12,534
| – | – |
|
|
93
Itaú Unibanco
ITUB
$93.2B
| $140K | 0.04% |
17,101
-1,048,385
| -98% | -$8.69M |
|
94
Adobe
ADBE
$89.2B
| – | – |
-1,708
| Closed | -$415K |
|
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