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

Top Buys

1
+$6.29M
2
+$5.94M
3
+$5.59M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$3.06M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3M

Top Sells

1
+$16.4M
2
+$2.88M
3
+$2.76M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.74M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$2.71M

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