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
$312M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.71M
3
+$5.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.29M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.39M

Top Sells

1
+$5.13M
2
+$3.64M
3
+$3.34M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.29M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$3.07M

Sector Composition

1 Technology 17.37%
2 Communication Services 12.03%
3 Consumer Discretionary 11.13%
4 Healthcare 9.42%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-31,948
102
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-7,790
103
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-2,180
104
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-9,240
105
– –
-32,570
106
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-67,058
107
– –
-100,000
108
– –
-5,372
109
– –
-15,256
110
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-12,342
111
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-200
112
– –
-26,600
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5