SEMG - ETF AI Analysis

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Suncoast Select Growth ETF (SEMG)

Rating:72Outperform

Price Target:―

SEMG, the Suncoast Select Growth ETF, earns a solid overall rating largely because of its heavy exposure to high-quality growth leaders like Alphabet, Microsoft, and Apple, which benefit from strong financial performance and long-term opportunities in AI, cloud, and services. Nvidia and Intuit also add to the fund’s appeal with their growth in AI and data-focused businesses, though their high valuations and some bearish or mixed technical signals, along with leverage and risk concerns in holdings like McKesson and Booking Holdings, keep the rating from being higher. The main risk is the fund’s concentration in a relatively small group of large growth and technology-oriented companies, which can increase volatility if market sentiment toward these areas weakens.

Positive Factors

High-Quality Blue-Chip Holdings

The ETF’s largest positions include well-known, financially strong companies in technology, health care, and payments, which can provide a solid foundation for long-term growth.

Growth-Focused Sector Mix

Heavy exposure to technology and communication services gives investors targeted access to sectors with strong long-term growth potential.

Meaningful Health Care Allocation

A sizable stake in health care stocks adds exposure to a more defensive growth area that can help balance out swings in more volatile tech names.

Negative Factors

Recent Weak Performance

The fund has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term momentum.

Concentration in a Few Big Tech Names

A significant portion of the portfolio is tied up in a small group of large technology stocks, so setbacks in these companies can strongly impact the ETF.

Above-Average Expense Ratio

The fund’s fee is relatively high for an ETF, which means more of the investment return is eaten up by costs over time.

SEMG vs. SPDR S&P 500 ETF (SPY)

AUM55.97M

RegionNorth America

Expense Ratio0.60%

Beta0.97

IssuerSuncoast

Inception DateMay 14, 2025

Dividend Yield0.05%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,170

30 Day Avg. Volume9,966

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

32.34

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering23

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 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, and Apple, plus health care and financial stocks for added diversification. Someone might consider SEMG if they want a simple way to invest in many leading growth companies in one fund. However, because it is concentrated in growth and tech-related stocks, its price can rise and fall sharply with market swings.

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. Big Tech and digital platforms, with Alphabet and Nvidia doing much of the heavy lifting as their AI and cloud stories keep sentiment rising or at least steady. Microsoft and Apple, usually market darlings, are losing a bit of steam lately and acting more like ballast than boosters. On the consumer and payments side, Booking Holdings and Visa have been lagging, subtly tugging on returns. Health care names like Eli Lilly and McKesson add a steadier counterweight, but the fund’s story is still dominated by tech-driven growth.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	12.18%	$6.82M	$3.67T	75.32%	85 Outperform
NVDA	Nvidia	10.59%	$5.93M	$4.57T	41.20%	76 Outperform
MSFT	Microsoft	7.46%	$4.18M	$2.97T	-2.69%	79 Outperform
MCK	McKesson	6.11%	$3.42M	$115.99B	58.52%	62 Neutral
V	Visa	5.78%	$3.23M	$610.49B	-7.91%	70 Outperform
SYK	Stryker	4.54%	$2.54M	$144.40B	-0.67%	70 Outperform
AAPL	Apple	4.41%	$2.47M	$3.88T	7.75%	79 Outperform
GWW	WW Grainger	4.40%	$2.46M	$53.92B	11.82%	73 Outperform
LLY	Eli Lilly & Co	4.40%	$2.46M	$962.75B	15.55%	72 Outperform
MA	Mastercard	4.09%	$2.29M	$470.86B	-5.58%	75 Outperform

SEMG Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

26.72

Negative

100DMA

26.81

Negative

200DMA

Market Momentum

MACD

-0.40

Positive

RSI

38.51

Neutral

STOCH

28.48

Neutral

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 undefined is equal to the 20-day moving average (MA) of 26.03, equal to the 50-day MA of 26.72, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.40 indicates Positive momentum. The RSI at 38.51 is Neutral, neither overbought nor oversold. The STOCH value of 28.48 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	―	―	$55.97M	0.60%	―
AOTG	―	―	$81.88M	0.75%	―
HGRO	―	―	$79.09M	0.70%	―
GROZ	―	―	$56.59M	0.56%	―
RILA	―	―	$40.81M	0.50%	―
VUSG	―	―	$22.70M	0.35%	―

Performance Comparison

SEMG

Suncoast Select Growth ETF

25.54

0.32

1.27%

AOTG

AOT Growth and Innovation ETF

―

HGRO

Hedgeye Quality Growth ETF

―

GROZ

Zacks Focus Growth ETF

―

RILA

Indexperts Gorilla Aggressive Growth ETF

―

VUSG

Vanguard Wellington U.S. Growth Active ETF

―

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.

Disclaimer

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.Date of analysis: ―

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