SEM

Suncoast Equity Management Portfolio holdings

AUM $990M
1-Year Est. Return 18.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.17M
3
+$3.25M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.33M
5
HBI
Hanesbrands
HBI
+$1.3M

Top Sells

1
+$11.7M
2
+$5.5M
3
+$1.62M
4
ACN icon
Accenture
ACN
+$1.59M
5
BKNG icon
Booking.com
BKNG
+$1.54M

Sector Composition

1 Consumer Discretionary 24.67%
2 Financials 20.61%
3 Technology 14.62%
4 Communication Services 13.53%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$362K 0.12%
16,470
27
$338K 0.11%
5,055
28
$326K 0.1%
6,875
29
$249K 0.08%
12,521
30
$242K 0.08%
3,115
31
$224K 0.07%
3,590
32
– –
-70,195
33
– –
-3,016
1
2