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
$245M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$6.02M
3
+$5.99M
4
UNH icon
UnitedHealth
UNH
+$5.82M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.81M

Top Sells

1
+$4.34M
2
+$2.82M
3
+$2.81M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.71M
5
POWA icon
Invesco Bloomberg Pricing Power ETF
POWA
+$2.57M

Sector Composition

1 Communication Services 16.53%
2 Technology 12.07%
3 Financials 11.43%
4 Consumer Discretionary 11.02%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-17,259
102
– –
-7,056
103
– –
-40,407
104
– –
-5,552
105
– –
-66,203
106
– –
-10,306
107
– –
-2,183
108
– –
-4,650
109
– –
-39,063
110
– –
-62,444
111
– –
-13,486
112
– –
-12,050
113
– –
-9,087
114
– –
-8,923
1 2 3 4
5