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
$344M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.15M
3
+$70.8K

Top Sells

1
+$7.02M
2
+$5.25M
3
+$329K
4
BKNG icon
Booking.com
BKNG
+$271K
5
META icon
Meta Platforms (Facebook)
META
+$255K

Sector Composition

1 Financials 22.64%
2 Consumer Discretionary 21.22%
3 Technology 19.02%
4 Communication Services 14.95%
5 Industrials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.09%
12,294
-2,608
27
$300K 0.09%
4,215
28
$297K 0.09%
4,220
-280
29
$288K 0.08%
6,010
-700
30
$284K 0.08%
12,150
-1,715
31
$276K 0.08%
3,400
-375
32
$272K 0.08%
3,245
33
$243K 0.07%
3,725
-310
34
$219K 0.06%
8,415
35
– –
-3,695
1
2