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
$250M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.81M
3
+$5.15M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.98M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$2.93M

Top Sells

1
+$16.4M
2
+$2.88M
3
+$2.76M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.74M

Sector Composition

1 Communication Services 14.41%
2 Technology 13.22%
3 Consumer Discretionary 11.5%
4 Financials 10.49%
5 Energy 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-38,444
102
– –
-514,315
103
– –
-8,627
104
– –
-18,000
1 2 3 4
5