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
$284M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.38M
3
+$6.98M
4
MCD icon
McDonald's
MCD
+$6.97M
5
PYPL icon
PayPal
PYPL
+$6.51M

Top Sells

1
+$6.25M
2
+$5.29M
3
+$5.15M
4
DE icon
Deere & Co
DE
+$5.14M
5
LYB icon
LyondellBasell Industries
LYB
+$4.97M

Sector Composition

1 Technology 26.92%
2 Communication Services 13.66%
3 Consumer Discretionary 13.41%
4 Healthcare 8.75%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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110
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113
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114
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5