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
$332M
AUM Growth
+$91.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.23M
3
+$8.47M
4
LLY icon
Eli Lilly
LLY
+$8.39M
5
GLD icon
SPDR Gold Trust
GLD
+$3.68M

Top Sells

1
+$10.6M
2
+$9.91M
3
+$8.72M
4
NVDA icon
NVIDIA
NVDA
+$8.63M
5
SHEL icon
Shell
SHEL
+$8.59M

Sector Composition

1 Technology 21.67%
2 Healthcare 14.15%
3 Financials 9.01%
4 Communication Services 8.93%
5 Energy 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,518
102
– –
-3,400
103
– –
-6,780
104
– –
-427
105
– –
-27,043
106
– –
-435,700
107
– –
-3,985
108
– –
-2,278
1 2 3 4
5