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
$757M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.8M
3
+$1.55M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.22M
5
ETN icon
Eaton
ETN
+$894K

Top Sells

1
+$19.2M
2
+$728K
3
+$592K
4
POOL icon
Pool Corp
POOL
+$436K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K

Sector Composition

1 Technology 47.54%
2 Healthcare 14.88%
3 Financials 11.74%
4 Consumer Discretionary 10.8%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,225
77
– –
-665
78
– –
-1,707
1 2 3
4