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

Top Buys

1
+$5.79M
2
+$4.95M
3
+$3.19M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$3.08M
5
TSLA icon
Tesla
TSLA
+$2.42M

Top Sells

1
+$6.04M
2
+$5.23M
3
+$3.28M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
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
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