SEMG - ETF AI Analysis
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Suncoast Select Growth ETF (SEMG)
Rating:73Outperform
Price Target:―
Positive Factors
Leading Growth Companies in Top Holdings
The fund’s largest positions include well-known growth leaders that have shown strong recent performance, which can help drive returns.
Focused Exposure to Growth Sectors
Heavy weights in technology and communication services give investors targeted exposure to sectors that often benefit from innovation and long-term growth trends.
Concentrated but Still Spread Across Several Sectors
While the fund focuses on a handful of growth areas, it still holds meaningful stakes in financials, health care, industrials, and consumer cyclical stocks, which adds some diversification.
Negative Factors
Mixed Performance in Key Holdings
Several large positions have shown weak or lagging performance this year, which has contributed to the fund’s negative year-to-date return.
High Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, increasing the impact that any one stock’s decline can have on the fund.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the fund offers little exposure to international markets, which can increase vulnerability to U.S.-specific economic or policy risks.
SEMG vs. SPDR S&P 500 ETF (SPY)
AUM62.56M
RegionNorth America
Expense Ratio0.60%
Beta0.99
IssuerSuncoast
Inception DateMay 13, 2025
Dividend Yield0.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,285
30 Day Avg. Volume10,863
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
33.30Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SEMG Summary
Suncoast Select Growth ETF (SEMG) is a U.S.-focused fund that aims for long-term growth by investing in a wide mix of fast-growing companies across the total stock market, without tracking a specific index. It leans heavily toward technology and communication services, with major holdings like Alphabet (Google), Nvidia, Microsoft, Apple, and Visa. Someone might consider SEMG to seek higher growth potential while still getting diversification across several sectors. A key risk is that it is heavily tilted toward growth and tech-related stocks, so its price can swing a lot and may fall sharply when growth stocks are out of favor.
How much will it cost me?The Suncoast Select Growth ETF (SEMG) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, aiming to strategically select growth-oriented stocks rather than simply tracking an index.
What would affect this ETF?The Suncoast Select Growth ETF (SEMG) could benefit from continued innovation and strong performance in the technology sector, which makes up a significant portion of its holdings, including companies like Nvidia and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-oriented stocks, particularly in sectors like technology and consumer cyclical. Additionally, regulatory changes targeting large tech firms or financial institutions could pose risks to the ETF's performance.
SEMG Top 10 Holdings
Suncoast Select Growth leans heavily on U.S. tech and communication giants, with Alphabet and Nvidia doing much of the heavy lifting as their AI stories keep the wind at the fund’s back. Apple has also been rising, adding steady fuel to the tech engine, while Broadcom’s recent surge underscores a clear semiconductor tilt. On the flip side, Microsoft’s softer stretch and lagging card networks like Visa and Mastercard are acting as mild brakes. Overall, this is a U.S.-centric, growth-first portfolio with Big Tech firmly in the driver’s seat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 14.15% | $8.75M | $4.45T | 112.19% | 85 Outperform | |
| Nvidia | 11.65% | $7.21M | $4.96T | 44.72% | 76 Outperform | |
| Microsoft | 7.58% | $4.69M | $3.10T | -11.86% | 79 Outperform | |
| Visa | 5.48% | $3.39M | $609.65B | -11.75% | 70 Outperform | |
| Apple | 4.98% | $3.08M | $4.51T | 49.68% | 79 Outperform | |
| WW Grainger | 4.74% | $2.93M | $61.38B | 18.79% | 73 Outperform | |
| McKesson | 4.66% | $2.88M | $93.24B | 8.25% | 62 Neutral | |
| Broadcom | 4.65% | $2.88M | $1.83T | 62.35% | 76 Outperform | |
| Eli Lilly & Co | 4.56% | $2.82M | $1.07T | 48.52% | 72 Outperform | |
| Mastercard | 3.57% | $2.21M | $433.91B | -16.88% | 75 Outperform |
SEMG Technical Analysis
Neutral
―
Price Trends
25.99
Positive
25.78
Positive
26.36
Negative
Market Momentum
0.10
Positive
47.31
Neutral
11.79
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SEMG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.67, equal to the 50-day MA of 25.99, and equal to the 200-day MA of 26.36, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 47.31 is Neutral, neither overbought nor oversold. The STOCH value of 11.79 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SEMG.
SEMG Peer Comparison
Comparison Results
Performance Comparison
SEMG
Suncoast Select Growth ETF
26.34
0.33
1.27%
GROZ
Zacks Focus Growth ETF
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JGRW
Jensen Quality Growth ETF
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RILA
Indexperts Gorilla Aggressive Growth ETF
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HYP
Golden Eagle Dynamic Hypergrowth ETF
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VUSG
Vanguard Wellington U.S. Growth Active ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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