SEMGSuncoast Select Growth ETF

Grow my money1y track recordRanked #1,962 of 2,960 in this goal

Seeks to achieve long-term capital appreciation.

By Suncoast Equity Management, LLC · Launched 2025

Annual Cost

0.60%

#3,108 of 5,562 · average

Fund Size

$62M

#3,367 of 5,562 · mid-size

Return (1Y)Goal

+3.2%

Track Record

1 year

#4,393 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,416+4.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 66.1% of fundconcentrated

Alphabet IncGOOGL

13.0%

NVIDIA CorpNVDA

10.3%

Microsoft CorpMSFT

7.7%

Booking Holdings IncBKNG

6.3%

Visa IncV

5.6%

First American Government Obligations FundFGXXX

5.4%

McKesson CorpMCK

5.2%

Stryker CorpSYK

4.3%

Eli Lilly & CoLLY

4.3%

Apple IncAAPL

4.2%

Asset allocation

Stocks

97.0%

Cash

3.0%

Other

0.0%

By sector

Technology

41.0%

Communication

18.4%

Financial Services

16.8%

Healthcare

12.9%

Industrials

6.6%

Consumer Cyclical

4.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.2%Moderate

Year-on-year price swings

Max drawdown

-15.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to achieve long-term capital appreciation.
Strategy: Actively managed ETF focused on high-quality U.S. growth companies. Constructs a concentrated portfolio of 15–30 U.S.-listed stocks using a bottom-up fundamental selection approach.
Inception date: May 13, 2025
Fund family: Suncoast Equity Management, LLC