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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.94M
3
+$5.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.67M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$3.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 9.15%
3 Financials 5.67%
4 Consumer Staples 3.42%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.24%
+4,306
77
$248K 0.24%
+7,949
78
$237K 0.23%
+1,529
79
$233K 0.22%
+4,543
80
$226K 0.22%
+8,007
81
$204K 0.2%
+835
1 2 3
4