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
$222M
AUM Growth
-$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.46M
3
+$2.82M
4
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$2.57M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$2.42M

Top Sells

1
+$7.94M
2
+$7.84M
3
+$7.33M
4
UNH icon
UnitedHealth
UNH
+$7.31M
5
PFE icon
Pfizer
PFE
+$7.08M

Sector Composition

1 Technology 17.11%
2 Communication Services 16.41%
3 Consumer Discretionary 12.09%
4 Financials 8.48%
5 Energy 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5