SIM
Seaview Investment Managers Portfolio holdings
AUM
$472M
1-Year Return
24.46%
This Quarter Return
+9.26%
1 Year Return
+24.46%
3 Year Return
+123.63%
5 Year Return
+201.26%
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.4%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Cinemark Holdings
CNK
|
$5.5M |
| 2 |
Amazon
AMZN
|
$4.5M |
| 3 |
Apple
AAPL
|
$4.37M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.87M |
| 5 |
NextEra Energy, Inc.
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% |
