SFG
Seamount Financial Group Portfolio holdings
AUM
$194M
This Quarter Return
+10.55%
1 Year Return
+14.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.57%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$11M |
| 2 |
Amazon
AMZN
|
$7.94M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.25M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$3.67M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
$3.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.15% |
| 2 | Consumer Discretionary | 9.15% |
| 3 | Financials | 5.67% |
| 4 | Consumer Staples | 3.42% |
| 5 | Industrials | 3.3% |
