SIM
Seaview Investment Managers Portfolio holdings
AUM
$266M
1-Year Est. Return
30.95%
This Fund
S&P 500
1 Year Est. Return
+30.95%
AUM
$271M
AUM Growth
-$201M
(-43%)
Holding
140
Top Buys
| 1 | +$8.12M | |
| 2 | +$7.56M | |
| 3 | +$6.52M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$3.75M |
| 5 |
SAP
SAP
|
+$2.17M |
Top Sells
| 1 | +$17.6M | |
| 2 | +$15.2M | |
| 3 | +$14.3M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$11.6M |
| 5 |
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
Stryker
SYK
$127B
| – | – |
-557
|
|
||
127
iShares 20+ Year Treasury Bond ETF
TLT
$42.7B
| – | – |
-2,665
|
|
||
128
Tesla
TSLA
$1.35T
| – | – |
-2,336
|
|
||
129
UnitedHealth
UNH
$252B
| – | – |
-4,437
|
|
||
130
Visa
V
$579B
| – | – |
-3,979
|
|
||
131
Vertiv
VRT
$100B
| – | – |
-1,726
|
|
||
132
Walmart Inc
WMT
$1T
| – | – |
-12,362
|
|
||
133
Wheaton Precious Metals
WPM
$61.5B
| – | – |
-22,086
|
|
||
134
Exxon Mobil
XOM
$670B
| – | – |
-8,099
|
|
||
|
LAR
135
Lithium Argentina AG
LAR
$1.22B
| – | – |
-15,000
|
|
||
136
Progressive
PGR
$114B
| – | – |
-34,518
|
|
||
137
Dell
DELL
$113B
| – | – |
-10,706
|
|
||
138
Walt Disney
DIS
$171B
| – | – |
-1,645
|
|
||
139
VanEck Agribusiness ETF
MOO
$1.12B
| – | – |
-16,427
|
|
||
|
LAC
140
Lithium Americas
LAC
$1.4B
| – | – |
-15,000
|
|