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SEM

Suncoast Equity Management Portfolio holdings

AUM $833M
1-Year Est. Return 11.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.6M
3
+$14.6M
4
FAST icon
Fastenal
FAST
+$1.71M
5
SEMG
Suncoast Select Growth ETF
SEMG
+$1.53M

Top Sells

1
+$30.9M
2
+$16.1M
3
+$1.06M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$739K
5
MTD icon
Mettler-Toledo International
MTD
+$724K

Sector Composition

1 Technology 43.97%
2 Healthcare 13.52%
3 Communication Services 13.49%
4 Financials 12.09%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 0.55%
37,963
-65
27
$4.71M 0.47%
13,592
-165
28
$4.47M 0.45%
76,085
-880
29
$4.01M 0.4%
9,506
+38
30
$4M 0.4%
19,825
-257
31
$3.24M 0.32%
27,652
-1,152
32
$3.18M 0.32%
15,515
+480
33
$2.86M 0.29%
50,235
+230
34
$2.76M 0.28%
4,140
+481
35
$2.59M 0.26%
14,461
+375
36
$2.49M 0.25%
92,951
+57,872
37
$2.27M 0.23%
9,194
-118,485
38
$2.26M 0.23%
3
39
$2.04M 0.2%
1,365
+44
40
$1.87M 0.19%
7,605
+175
41
$1.85M 0.18%
12,624
+368
42
$1.78M 0.18%
14,055
+85
43
$1.72M 0.17%
38,240
+945
44
$1.61M 0.16%
5,585
+170
45
$1.43M 0.14%
3,316
+87
46
$1.38M 0.14%
4,640
+100
47
$1.37M 0.14%
6,645
+120
48
$1.29M 0.13%
8,877
+235
49
$1.27M 0.13%
4,186
+43
50
$1.22M 0.12%
1,907
+66
1
2
3 4