SFG
Seamount Financial Group Portfolio holdings
AUM
$212M
1-Year Est. Return
15%
1 Year Est. Return
+15%
AUM
$194M
AUM Growth
+$47.5M
(+32%)
Holding
131
Top Buys
| 1 | +$2.94M | |
| 2 | +$2.65M | |
| 3 | +$2.11M | |
| 4 |
Apple
AAPL
|
+$2.1M |
| 5 |
Exxon Mobil
XOM
|
+$1.4M |
Top Sells
| 1 | +$504K | |
| 2 | +$216K | |
| 3 | +$205K | |
| 4 |
DFP
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
|
+$69K |
| 5 |
ServiceNow
NOW
|
+$25.7K |
Sector Composition
| 1 | Technology | 14.09% |
| 2 | Consumer Discretionary | 6.77% |
| 3 | Financials | 6.02% |
| 4 | Industrials | 4.52% |
| 5 | Consumer Staples | 4.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lockheed Martin
LMT
$112B
| $207K | 0.11% |
+447
|
|
||
127
PepsiCo
PEP
$207B
| $205K | 0.11% |
+1,553
|
|
||
128
Philip Morris
PM
$245B
| $201K | 0.1% |
+1,102
|
|
||
129
Ford
F
$55.1B
| $119K | 0.06% |
+10,965
|
|
||
130
Capital Group Core Plus Income ETF
CGCP
$5.8B
| – | – |
-9,604
|
|
||
131
American Electric Power
AEP
$62B
| – | – |
-1,877
|
|