SIM

Seaview Investment Managers Portfolio holdings

AUM $277M
1-Year Est. Return 29.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.4M
3
+$3.32M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
+$1.03M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$848K

Top Sells

1
+$12M
2
+$3.8M
3
+$3.49M
4
EBAY icon
eBay
EBAY
+$3.25M
5
TGT icon
Target
TGT
+$545K

Sector Composition

1 Technology 22.56%
2 Communication Services 19.51%
3 Healthcare 14.9%
4 Financials 9.05%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
+150
127
$3K ﹤0.01%
1,700
+1,644
128
$3K ﹤0.01%
+30
129
$2K ﹤0.01%
+2,000
130
$2K ﹤0.01%
+30
131
$2K ﹤0.01%
+200
132
$2K ﹤0.01%
+550
133
$2K ﹤0.01%
+20
134
$2K ﹤0.01%
+42
135
$2K ﹤0.01%
349
+1
136
$2K ﹤0.01%
+384
137
$1K ﹤0.01%
24
138
$1K ﹤0.01%
+35
139
$1K ﹤0.01%
+40
140
$1K ﹤0.01%
+33
141
$1K ﹤0.01%
+40
142
– –
-64
143
– –
-5
144
– –
-118
145
– –
-598
146
– –
-216
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