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
$411M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.74M
3
+$7.03M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.55M
5
AVGO icon
Broadcom
AVGO
+$4.89M

Top Sells

1
+$9.57M
2
+$9.54M
3
+$7.95M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$5.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.14M

Sector Composition

1 Technology 35.07%
2 Communication Services 10.15%
3 Financials 9.46%
4 Healthcare 9.41%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.4K ﹤0.01%
1,884
+1,000
127
$3.56K ﹤0.01%
+502
128
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129
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131
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-836
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138
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141
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146
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-11,174
147
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