SEMG - ETF AI Analysis
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Suncoast Select Growth ETF (SEMG)
SEMG, the Suncoast Select Growth ETF, earns a solid overall rating largely because it is heavily invested in high-quality growth leaders like Alphabet, Microsoft, Nvidia, and Apple, all of which show strong financial performance and promising long-term opportunities in AI, cloud, and digital services. However, some holdings such as McKesson and Eli Lilly introduce added risk due to leverage, cash flow, and technical concerns, and the fund’s concentration in a relatively small group of large tech and growth names means performance is closely tied to that sector’s fortunes.
SEMG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 63.30M
- Region
- North America
- Expense Ratio
- 0.60%
- Beta
- 1.00
- Issuer
- Suncoast
- Inception Date
- May 13, 2025
- Dividend Yield
- 0.05%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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, financials, and communication services, with major holdings like Nvidia, Alphabet (Google), Microsoft, Apple, and Visa. Someone might invest in SEMG to seek higher growth while still getting diversification across many sectors and company sizes. A key risk is that growth stocks can be more volatile, so the value of this ETF can rise and fall sharply with market conditions.
How much will it cost me?
This ETF has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 you invest. That’s higher than the average stock index ETF because it’s actively managed and focused on selecting growth stocks rather than simply tracking a broad market index.
What would affect this ETF?
This U.S.-focused growth ETF could benefit if the economy stays strong, technology and healthcare companies keep innovating, and major holdings like Nvidia, Alphabet, Microsoft, and Apple continue to grow, especially in areas like AI and digital payments. On the downside, higher interest rates, slower economic growth, or tighter regulations on big tech and financial firms could hurt these sectors and make the fund more volatile because it is heavily concentrated in a few large growth stocks.
SEMG Top 10 Holdings
Suncoast Select Growth leans heavily into U.S. Big Tech and AI, with Nvidia and Alphabet acting as the fund’s main swing factors: Nvidia has been rising over the year but showing mixed, recently softer momentum, while Alphabet has been lagging and quietly weighing on returns. Microsoft and Apple are steadier growth engines, helping offset that drag. Beyond tech, Visa and Mastercard give the fund a strong payments theme, both trending higher and adding a more predictable growth stream. Overall, it’s a U.S.-centric, tech-and-finance story with a clear tilt toward AI and digital commerce.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 10.16% | $6.57M | $4.82T | -6.97% | 76Outperform |
 GOOGL | Alphabet Class A | 9.25% | $5.98M | $3.52T | -0.61% | 85Outperform |
 MSFT | Microsoft | 9.38% | $6.06M | $4.13T | 5.67% | 79Outperform |
 V | Visa | 7.12% | $4.60M | $836.32B | 24.28% | 70Outperform |
 MCK | McKesson | 5.61% | $3.63M | $124.69B | 26.98% | 62Neutral |
 AAPL | Apple | 5.33% | $3.44M | $5.08T | 27.40% | 79Outperform |
 LLY | Eli Lilly & Co | 4.71% | $3.04M | $1.33T | 47.41% | 72Outperform |
 GWW | WW Grainger | 5.05% | $3.26M | $70.15B | 50.81% | 73Outperform |
 MA | Mastercard | 4.75% | $3.07M | $586.02B | 18.54% | 75Outperform |
 AVGO | Broadcom | 4.38% | $2.83M | $1.55T | -18.79% | 76Outperform |
SEMG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SEMG, the sentiment is Negative. The current price of 26.90 is below the 20-day moving average (MA) of 27.99, below the 50-day MA of 27.80, and above the 200-day MA of 26.60, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 37.44 is Neutral, neither overbought nor oversold. The STOCH value of 41.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SEMG.
SEMG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SEMG | $26.90 | $31.00(15.24% Upside) | $63.30M | 0.60% | 72Outperform |
 AOTG | $54.47 | $97.71(79.39% Upside) | $97.27M | 0.75% | 71Outperform |
 TSEL | $24.83 | $36.90(48.60% Upside) | $74.12M | 0.67% | 70Neutral |
 JGRW | $28.92 | $34.66(19.87% Upside) | $62.47M | 0.57% | 75Outperform |
 ZDIS | $49.57 | $86.09(73.67% Upside) | $59.68M | 0.75% | 64Neutral |
 NSIG | $22.41 | $34.33(53.20% Upside) | $58.53M | 0.38% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SEMG | Suncoast Select Growth ETF | 26.90 | 0.35 | 1.33% | |
| AOTG | AOT Growth and Innovation ETF | 54.47 | -1.66 | -2.95% | |
| TSEL | Touchstone Sands Capital US Select Growth ETF | 24.83 | -3.91 | -13.60% | |
| JGRW | Jensen Quality Growth ETF | 28.91 | 2.48 | 9.39% | |
| ZDIS | Virtus Zevenbergen Discovery Growth ETF | 49.57 | -14.26 | -22.34% | |
| NSIG | North Square Growth Opportunities ETF | 22.41 | -2.90 | -11.46% |
This 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.