SFG

Seamount Financial Group Portfolio holdings

AUM $212M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$494K
3
+$492K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$485K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$471K

Top Sells

1
+$1.32M
2
+$798K
3
+$623K
4
AMZN icon
Amazon
AMZN
+$506K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$266K

Sector Composition

1 Technology 13.04%
2 Consumer Discretionary 7.77%
3 Financials 5.63%
4 Consumer Staples 3.83%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.01%
43,505
+3,520
27
$1.3M 0.98%
18,175
+341
28
$1.26M 0.95%
58,657
-484
29
$1.17M 0.88%
6,785
-7,675
30
$1.1M 0.83%
5,211
+38
31
$1.08M 0.81%
21,236
-1,864
32
$1.04M 0.79%
7,357
+308
33
$964K 0.72%
14,326
+309
34
$958K 0.72%
5,530
+475
35
$950K 0.71%
3,626
-52
36
$946K 0.71%
6,425
+115
37
$939K 0.71%
11,623
-224
38
$925K 0.7%
12,879
+250
39
$916K 0.69%
7,818
+73
40
$898K 0.68%
6,296
-155
41
$869K 0.65%
26,129
+5,841
42
$837K 0.63%
5,463
+90
43
$827K 0.62%
80,571
44
$806K 0.61%
23,174
+7,172
45
$794K 0.6%
10,815
46
$772K 0.58%
3,720
-100
47
$771K 0.58%
7,322
+221
48
$764K 0.57%
4,714
+105
49
$745K 0.56%
1,839
-21
50
$722K 0.54%
3,305
+2
1
2
3 4