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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.5M
3
+$4.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.87M
5
NEE icon
NextEra Energy
NEE
+$3.87M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 21.49%
2 Technology 20.45%
3 Healthcare 14.57%
4 Financials 12.63%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.02%
+1,135
77
$26K 0.02%
+431
78
$25K 0.02%
+81
79
$25K 0.02%
+450
80
$24K 0.02%
+286
81
$20K 0.02%
+97
82
$20K 0.02%
+625
83
$20K 0.02%
+601
84
$19K 0.02%
+2,497
85
$19K 0.02%
+598
86
$15K 0.01%
+870
87
$14K 0.01%
+1,632
88
$14K 0.01%
+250
89
$14K 0.01%
+275
90
$14K 0.01%
+111
91
$13K 0.01%
+301
92
$13K 0.01%
+649
93
$12K 0.01%
+165
94
$11K 0.01%
+553
95
$10K 0.01%
+45
96
$10K 0.01%
+105
97
$9K 0.01%
+64
98
$9K 0.01%
+216
99
$8K 0.01%
+598
100
$8K 0.01%
+553
1 2 3
4
5