SFG
Seamount Financial Group Portfolio holdings
AUM
$194M
This Quarter Return
+2.02%
1 Year Return
+14.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+8.9%)
Cap. Flow
+$9.95M
Cap. Flow
% of AUM
6.87%
Top 10 Holdings %
Top 10 Hldgs %
43.13%
Holding
100
New
8
Increased
40
Reduced
42
Closed
1
Top Buys
| 1 |
Capital Group Core Balanced ETF
CGBL
|
$1.32M |
| 2 |
JPMorgan Income ETF
JPIE
|
$1.26M |
| 3 |
Capital Group Core Equity ETF
CGUS
|
$997K |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
$869K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
$802K |
Top Sells
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Consumer Discretionary | 8.05% |
| 3 | Financials | 5.14% |
| 4 | Consumer Staples | 3.57% |
| 5 | Industrials | 3.22% |
