SFG
Seamount Financial Group Portfolio holdings
AUM
$194M
This Quarter Return
+4.06%
1 Year Return
+14.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+7.5%)
Cap. Flow
+$5.58M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
44.04%
Holding
88
New
3
Increased
48
Reduced
21
Closed
1
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.38M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$874K |
| 3 |
Capital Group Core Balanced ETF
CGBL
|
$732K |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
$434K |
| 5 |
Microsoft
MSFT
|
$377K |
Top Sells
| 1 |
Amazon
AMZN
|
$409K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$264K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$192K |
| 4 |
Apple
AAPL
|
$174K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$140K |
Sector Composition
| 1 | Technology | 15.17% |
| 2 | Consumer Discretionary | 8.94% |
| 3 | Financials | 5.43% |
| 4 | Consumer Staples | 3.37% |
| 5 | Industrials | 3.13% |
