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
$147M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$474K
2 +$311K
3 +$260K
4
LMT icon
Lockheed Martin
LMT
+$217K
5
CGIE icon
Capital Group International Equity ETF
CGIE
+$76.1K

Sector Composition

1 Technology 11.6%
2 Consumer Discretionary 7.05%
3 Financials 5.25%
4 Consumer Staples 3.62%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-446
102
-4,000