SIM

Seaview Investment Managers Portfolio holdings

AUM $472M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.43M
3
+$7.16M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$2.34M
5
MRK icon
Merck
MRK
+$1.01M

Top Sells

1
+$7.67M
2
+$7.47M
3
+$7.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$974K
5
VTV icon
Vanguard Value ETF
VTV
+$495K

Sector Composition

1 Communication Services 17.89%
2 Technology 14.24%
3 Financials 11.53%
4 Energy 8.84%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.1%
50,929
+16,642
77
$297K 0.1%
4,762
+6
78
$293K 0.1%
+2,863
79
$284K 0.1%
6,276
+212
80
$284K 0.1%
29,565
+3,000
81
$283K 0.1%
1,555
82
$273K 0.09%
1,805
-21
83
$269K 0.09%
395
84
$268K 0.09%
3,310
85
$253K 0.09%
6,152
+51
86
$252K 0.09%
6,753
+78
87
$251K 0.09%
3,548
-21
88
$227K 0.08%
5,036
+23
89
$226K 0.08%
3,753
-1,244
90
$225K 0.08%
+6,021
91
$223K 0.08%
10,206
+336
92
$219K 0.08%
1,786
-62,470
93
$211K 0.07%
+3,822
94
$204K 0.07%
+10,222
95
$198K 0.07%
+18,859
96
$173K 0.06%
16,579
+5,000
97
$159K 0.05%
22,044
+17
98
$144K 0.05%
+14,500
99
$84.3K 0.03%
+17,000
100
$46.4K 0.02%
1,278
-276
1 2 3
4
5