SEMG - ETF AI Analysis
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Suncoast Select Growth ETF (SEMG)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Leading Holdings
Several of the largest positions, including major technology and healthcare names, have shown strong recent performance, helping support the fund’s returns.
Growth-Focused Sector Mix
Heavy exposure to technology, financials, and communication services positions the ETF to benefit when growth-oriented sectors are doing well.
Recent Short-Term Momentum
Despite a weak year-to-date result, the ETF has shown positive performance over the last one and three months, suggesting improving short-term momentum.
Negative Factors
High Concentration in Top Stocks
A large share of the portfolio is tied up in a small group of big technology and payment companies, increasing the impact if any of these stocks stumble.
Mixed Performance Among Key Holdings
Some major positions, such as Microsoft and Mastercard, have recently lagged, which can drag on overall fund performance.
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
SEMG vs. SPDR S&P 500 ETF (SPY)
AUM61.92M
RegionNorth America
Expense Ratio0.60%
Beta1.01
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. Volume8,208
30 Day Avg. Volume6,397
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
33.55Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering22
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SEMG Summary
The 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. It doesn’t track a single index, but instead selects growth stocks in areas like technology, finance, and health care. Well-known holdings include Alphabet (Google’s parent company) and Nvidia. Someone might invest in SEMG to seek higher growth and diversification across many sectors in one fund. However, it is heavily tilted toward tech and growth stocks, so its price can rise and fall more sharply than the overall market.
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 into U.S. tech and AI, with Nvidia and Microsoft doing much of the heavy lifting as their cloud and AI stories keep the growth engine humming. Alphabet is more mixed, helping at times but recently wobbling as investors digest higher costs. Broadcom and Apple, usually market darlings, have been losing a bit of steam lately and can occasionally tug on returns. Offsetting that, steady performers like Visa and Mastercard in financials, plus resilient health care names, help smooth out the ride in this tech-centric, U.S.-focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 11.41% | $7.01M | $4.17T | 37.81% | 85 Outperform | |
| Nvidia | 11.28% | $6.93M | $5.15T | 24.46% | 76 Outperform | |
| Microsoft | 8.59% | $5.28M | $3.64T | -3.90% | 79 Outperform | |
| Visa | 6.29% | $3.86M | $692.54B | 9.39% | 70 Outperform | |
| Apple | 5.27% | $3.23M | $4.85T | 41.67% | 79 Outperform | |
| McKesson | 4.84% | $2.97M | $103.45B | 27.45% | 62 Neutral | |
| Broadcom | 4.75% | $2.92M | $1.62T | 0.56% | 76 Outperform | |
| Eli Lilly & Co | 4.57% | $2.81M | $1.07T | 51.05% | 72 Outperform | |
| WW Grainger | 4.43% | $2.72M | $59.27B | 25.60% | 73 Outperform | |
| ― | 4.18% | $2.57M | ― | ― | ― |
SEMG Technical Analysis
Positive
―
Price Trends
27.42
Negative
26.94
Positive
26.47
Positive
Market Momentum
-0.08
Positive
48.09
Neutral
30.30
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SEMG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.51, equal to the 50-day MA of 27.42, and equal to the 200-day MA of 26.47, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 48.09 is Neutral, neither overbought nor oversold. The STOCH value of 30.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SEMG.
SEMG Peer Comparison
Comparison Results
Performance Comparison
SEMG
Suncoast Select Growth ETF
27.36
0.27
1.00%
JGRW
Jensen Quality Growth ETF
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TSEL
Touchstone Sands Capital US Select Growth ETF
―
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RILA
Indexperts Gorilla Aggressive Growth ETF
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VUSG
Vanguard Wellington U.S. Growth Active ETF
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HYP
Golden Eagle Dynamic Hypergrowth 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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