SIM

Seaview Investment Managers Portfolio holdings

AUM $266M
1-Year Est. Return 30.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.7M
3
+$5.66M
4
STX icon
Seagate
STX
+$5.63M
5
MA icon
Mastercard
MA
+$5.39M

Top Sells

1
+$5.72M
2
+$5.4M
3
+$5.34M
4
ABBV icon
AbbVie
ABBV
+$5.18M
5
FDX icon
FedEx
FDX
+$5.12M

Sector Composition

1 Technology 21.92%
2 Communication Services 16.31%
3 Consumer Discretionary 11.34%
4 Materials 7.64%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
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