SIM

Seaview Investment Managers Portfolio holdings

AUM $472M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.43M
3
+$7.16M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$2.34M
5
MRK icon
Merck
MRK
+$1.01M

Top Sells

1
+$7.67M
2
+$7.47M
3
+$7.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$974K
5
VTV icon
Vanguard Value ETF
VTV
+$495K

Sector Composition

1 Communication Services 17.89%
2 Technology 14.24%
3 Financials 11.53%
4 Energy 8.84%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.3K 0.01%
17,301
102
$30.6K 0.01%
11,000
103
$24.6K 0.01%
35,000
+25,000
104
$21.1K 0.01%
2,286
105
$5.11K ﹤0.01%
+125
106
– –
-705
107
– –
-158,986
108
– –
-3,528
1 2 3 4
5