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
$271M
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$7.56M
3
+$6.52M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.75M
5
SAP icon
SAP
SAP
+$2.17M

Top Sells

1
+$17.6M
2
+$15.2M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$11.6M
5
MSFT icon
Microsoft
MSFT
+$11.1M

Sector Composition

1 Technology 33.83%
2 Communication Services 12.39%
3 Financials 9.12%
4 Healthcare 9.06%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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130
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133
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134
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135
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136
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137
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-15,000
138
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-12,045
139
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-3,911
140
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-3,224
2 3 4 5
6