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SFG

Seamount Financial Group Portfolio holdings

AUM $222M
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$970K
3
+$870K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$611K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$599K

Top Sells

1
+$1.4M
2
+$1.25M
3
+$854K
4
META icon
Meta Platforms (Facebook)
META
+$553K
5
AAPL icon
Apple
AAPL
+$525K

Sector Composition

1 Technology 12.61%
2 Financials 5.37%
3 Consumer Discretionary 5.29%
4 Industrials 4.44%
5 Energy 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
101
Meta Platforms (Facebook)
META
$1.44T
$368K 0.17%
644
-863
ONEQ icon
102
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$368K 0.17%
4,337
+6
CGXU icon
103
Capital Group International Focus Equity ETF
CGXU
$6.18B
$364K 0.16%
+12,354
DLR icon
104
Digital Realty Trust
DLR
$64.3B
$352K 0.16%
1,955
-49
FLC
105
Flaherty & Crumrine Total Return Fund
FLC
$175M
$345K 0.16%
20,790
UNH icon
106
UnitedHealth
UNH
$368B
$342K 0.15%
1,264
-5
IGSB icon
107
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$336K 0.15%
6,401
+1,315
FAST icon
108
Fastenal
FAST
$53.3B
$325K 0.15%
7,007
T icon
109
AT&T
T
$160B
$308K 0.14%
10,634
+113
UPS icon
110
United Parcel Service
UPS
$92.4B
$307K 0.14%
3,125
CMG icon
111
Chipotle Mexican Grill
CMG
$40.1B
$301K 0.14%
9,400
+559
VTC icon
112
Vanguard Total Corporate Bond ETF
VTC
$1.75B
$294K 0.13%
3,829
-201
GD icon
113
General Dynamics
GD
$97B
$291K 0.13%
848
XLP icon
114
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$266K 0.12%
3,241
-700
DIS icon
115
Walt Disney
DIS
$174B
$265K 0.12%
2,752
-433
EW icon
116
Edwards Lifesciences
EW
$49.4B
$265K 0.12%
3,312
GIS icon
117
General Mills
GIS
$18B
$265K 0.12%
7,119
TOST icon
118
Toast
TOST
$14.3B
$262K 0.12%
9,873
IWF icon
119
iShares Russell 1000 Growth ETF
IWF
$126B
$260K 0.12%
2,440
AEP icon
120
American Electric Power
AEP
$69.9B
$259K 0.12%
1,979
+53
IVV icon
121
iShares Core S&P 500 ETF
IVV
$833B
$258K 0.12%
395
+1
GM icon
122
General Motors
GM
$72.9B
$256K 0.12%
3,433
-100
MET icon
123
MetLife
MET
$56.4B
$250K 0.11%
+3,528
VHT icon
124
Vanguard Health Care ETF
VHT
$17B
$246K 0.11%
903
+3
ED icon
125
Consolidated Edison
ED
$39.4B
$242K 0.11%
2,137
2 3 4
5
6