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
101
$7K 0.01%
+118
102
$6K 0.01%
+261
103
$6K 0.01%
+125
104
$6K 0.01%
+113
105
$5K ﹤0.01%
+157
106
$5K ﹤0.01%
+36
107
$5K ﹤0.01%
+2
108
$5K ﹤0.01%
+114
109
$5K ﹤0.01%
+48
110
$3K ﹤0.01%
+29
111
$3K ﹤0.01%
+29
112
$3K ﹤0.01%
+56
113
$3K ﹤0.01%
+111
114
$1K ﹤0.01%
+24
115
$1K ﹤0.01%
+348
1 2 3 4
5