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
$896M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.1M
3
+$982K
4
NTAP icon
NetApp
NTAP
+$682K
5
YELP icon
Yelp
YELP
+$680K

Top Sells

1
+$34.4M
2
+$1.86M
3
+$1.58M
4
MSA icon
Mine Safety
MSA
+$1.12M
5
AAPL icon
Apple
AAPL
+$924K

Sector Composition

1 Technology 51%
2 Financials 12.16%
3 Healthcare 11.97%
4 Communication Services 8.73%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.8K ﹤0.01%
22,644
-67,356
77
– –
-11,262
78
– –
-9,707
79
– –
-1,724
80
– –
-1,652
81
– –
-6,295
82
– –
-58,876
83
– –
-2,950
1 2 3
4