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
51
$722K 0.54%
10,151
-27
52
$721K 0.54%
2,368
+70
53
$650K 0.49%
5,351
-6,572
54
$601K 0.45%
3,454
-124
55
$595K 0.45%
62,027
56
$586K 0.44%
35,699
-598
57
$559K 0.42%
3,368
-1,605
58
$544K 0.41%
948
+66
59
$527K 0.4%
3,210
+140
60
$527K 0.4%
7,130
+785
61
$504K 0.38%
2,154
62
$497K 0.37%
17,839
+4,005
63
$495K 0.37%
847
64
$494K 0.37%
+2,388
65
$492K 0.37%
1,997
+193
66
$468K 0.35%
8,195
+302
67
$440K 0.33%
2,927
+102
68
$435K 0.33%
13,391
+1,444
69
$412K 0.31%
45,702
-3,500
70
$395K 0.3%
6,109
+2,634
71
$392K 0.29%
22,678
72
$382K 0.29%
11,495
+309
73
$372K 0.28%
+2,900
74
$365K 0.27%
3,009
+15
75
$364K 0.27%
1,288
+3
1 2
3
4