SIM
Seaview Investment Managers Portfolio holdings
AUM
$472M
1-Year Return
24.46%
This Quarter Return
+20.82%
1 Year Return
+24.46%
3 Year Return
+123.63%
5 Year Return
+201.26%
10 Year Return
–
AUM
$143M
AUM Growth
+$33.9M
(+31%)
Cap. Flow
-$207K
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
35.05%
Holding
154
New
39
Increased
50
Reduced
39
Closed
5
Top Buys
| 1 |
Lam Research
LRCX
|
$3.72M |
| 2 |
CVS Health
CVS
|
$3.57M |
| 3 |
NVIDIA
NVDA
|
$3.51M |
| 4 |
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
|
$947K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$929K |
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
$12.4M |
| 2 |
Netflix
NFLX
|
$3.98M |
| 3 |
Visa
V
|
$3.65M |
| 4 |
eBay
EBAY
|
$3.07M |
| 5 |
Applied Materials
AMAT
|
$583K |
Sector Composition
| 1 | Technology | 22.56% |
| 2 | Communication Services | 19.51% |
| 3 | Healthcare | 14.9% |
| 4 | Financials | 9.05% |
| 5 | Consumer Discretionary | 3.36% |
