SFG
Seamount Financial Group Portfolio holdings
AUM
$194M
This Quarter Return
+6.62%
1 Year Return
+14.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+8.5%)
Cap. Flow
+$5.14M
Cap. Flow
% of AUM
3.86%
Top 10 Holdings %
Top 10 Hldgs %
43.82%
Holding
93
New
6
Increased
51
Reduced
25
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$921K |
| 2 |
Capital Group Core Balanced ETF
CGBL
|
$652K |
| 3 |
Honeywell
HON
|
$494K |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
$492K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$485K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$798K |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$623K |
| 3 |
Amazon
AMZN
|
$506K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$266K |
| 5 |
Apple
AAPL
|
$263K |
Sector Composition
| 1 | Technology | 13.04% |
| 2 | Consumer Discretionary | 7.77% |
| 3 | Financials | 5.63% |
| 4 | Consumer Staples | 3.83% |
| 5 | Industrials | 3.53% |
