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
76
$363K 0.27%
1,322
+10
77
$362K 0.27%
1,474
-759
78
$337K 0.25%
+2,702
79
$330K 0.25%
6,870
-289
80
$326K 0.24%
4,107
-325
81
$314K 0.24%
+4,000
82
$309K 0.23%
2,352
83
$308K 0.23%
4,306
84
$296K 0.22%
1,500
85
$287K 0.22%
7,994
+384
86
$285K 0.21%
497
+50
87
$261K 0.2%
446
-6
88
$252K 0.19%
+8,359
89
$252K 0.19%
4,781
+30
90
$229K 0.17%
2,380
91
$220K 0.17%
+310
92
$209K 0.16%
1,198
-110
93
– –
-12,683
1 2 3
4