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
$308M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.12M
3
+$3.36M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.2M
5
TSLA icon
Tesla
TSLA
+$3.17M

Top Sells

1
+$6.04M
2
+$5.23M
3
+$3.28M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.22M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.19M

Sector Composition

1 Communication Services 19.44%
2 Technology 18.1%
3 Financials 11.74%
4 Consumer Discretionary 8.35%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-52,760
102
– –
-37,004
103
– –
-21,471
104
– –
-86,998
105
– –
-17,000
106
– –
-62,418
107
– –
-49,338
108
– –
-5,036
109
– –
-14,500
110
– –
-31,576
111
– –
-23,300
112
– –
-18,859
113
– –
-2,710
114
– –
-10,222
115
– –
-39,626
116
– –
-26,298
117
– –
-40,046
118
– –
-21,880
119
– –
-24,297
120
– –
-25,053
121
– –
-2,013
122
– –
-24,873
123
– –
-14,053
124
– –
-50,929
1 2 3 4
5