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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
51
$1.18M 0.12%
12,569
+195
52
$1.12M 0.11%
4,512
+150
53
$1.06M 0.11%
13,623
+335
54
$1.05M 0.1%
25,062
+801
55
$1.03M 0.1%
1,123
+52
56
$998K 0.1%
4,547
-556
57
$957K 0.1%
2,362
+820
58
$917K 0.09%
5,028
+28
59
$876K 0.09%
11,435
+190
60
$842K 0.08%
5,735
+170
61
$824K 0.08%
+7,577
62
$804K 0.08%
6,791
+166
63
$703K 0.07%
22,525
+480
64
$694K 0.07%
+7,320
65
$668K 0.07%
19,500
66
$572K 0.06%
5,552
+938
67
$455K 0.05%
758
-23
68
$446K 0.04%
728
+5
69
$416K 0.04%
1,763
-285
70
$395K 0.04%
2,151
+103
71
$389K 0.04%
5,984
+500
72
$386K 0.04%
869
+60
73
$379K 0.04%
2,843
74
$361K 0.04%
1,946
+135
75
$346K 0.03%
2,044
1 2
3
4