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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
76
$334K 0.03%
20,800
77
$315K 0.03%
1,460
+4
78
$307K 0.03%
1,600
-200
79
$283K 0.03%
+2,535
80
$278K 0.03%
+835
81
$275K 0.03%
27,460
+362
82
$263K 0.03%
+1,526
83
$260K 0.03%
1,851
84
$259K 0.03%
104,409
85
$223K 0.02%
+791
86
$222K 0.02%
2,652
87
$140K 0.01%
103,289
88
$71.2K 0.01%
51,194
89
$69.9K 0.01%
18,192
+479
90
$23.6K ﹤0.01%
18,115
91
– –
-1,868
92
– –
-616
1 2 3
4