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Upturn AI Summary
Suncoast Select Growth ETF(SEMG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SEMG
11/06/2026: SEMG (1-star) is a SELL. SELL for 5 days. Simulated Profits (1.04%). Updated daily EoD!
Suncoast Select Growth ETF (SEMG) is an actively managed, concentrated portfolio that seeks long-term capital appreciation by investing in high-quality U.S. growth companies. It distinguishes itself from passive peers through a rigorous, fundamentals-driven 'margin of safety' framework rather than index tracking. Its primary strength lies in its high-conviction, specialized management, though investors must weigh this against its higher expense ratio and lower liquidity compared to massive index-based alternatives. The fund is best suited for long-term growth investors who desire an actively managed, differentiated portfolio and are comfortable with the increased concentration and market-cycle risks inherent in such a strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets high-quality U.S. growth companies with strong fundamental momentum. |
| Momentum investor | Strong fit while signal remains positive | The fund's focus on businesses with strong earnings and market trends aligns well with momentum-based strategies. |
| Value investor | Mixed fit | While it incorporates value principles through a margin-of-safety lens, its primary objective remains long-term growth. |
| Dividend/Income investor | Weak fit | The focus on capital appreciation and growth stocks typically results in minimal dividend income for shareholders. |
| Low-risk investor | Weak fit | A concentrated, non-diversified growth portfolio inherently carries higher volatility and downside risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced participant who prioritizes potential alpha over low-cost indexing and is comfortable with high concentration and volatility.
Suitability
SEMG is best suited for long-term investors who believe in active stock selection and the specific investment methodology of the Suncoast management team.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The concentrated portfolio and growth-stock focus can lead to significant price swings compared to broader markets. |
| Market risk | Medium / high | General market downturns, especially in the tech sector, can negatively impact the fund's NAV. |
| Concentration | High | With only 15–30 holdings, the poor performance of a few key stocks will significantly affect total returns. |
| Tracking/expense | Medium | The 0.60% expense ratio is higher than passive alternatives, creating a performance hurdle. |
| Liquidity | Medium | Lower trading volume relative to large-cap giants may lead to slippage when entering or exiting positions. |
| Business/sector quality | Low | The active management process aims to mitigate this by filtering for companies with robust balance sheets. |
Risk Analysis
Volatility
SEMG's volatility is elevated due to its concentrated 15–30 stock portfolio, making it riskier than diversified growth benchmarks.
Market Risk
The fund is highly sensitive to large-cap equity market performance, specifically in the tech and communication sectors which form the bulk of its growth exposure.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | NVIDIA Corp. (NVDA) | 11.7 | This represents a significant core growth holding, reflecting the fund's concentration in leading technology innovators. |
| Single stock | Alphabet Inc. (GOOGL) | 11.1 | Alphabet provides exposure to dominant digital advertising and cloud infrastructure growth. |
| Single stock | Microsoft Corp. (MSFT) | 10.5 | Microsoft offers stable, high-margin exposure to enterprise software and artificial intelligence trends. |
| Cash/collateral | 5.8 | A small cash reserve is maintained for liquidity and to capitalize on potential valuation opportunities. | |
| Other | 60.9 | The remaining assets are distributed across the balance of the concentrated 15–30 stock portfolio. |
Analysis of Past Performance
Type ETF | Historic Profit -7.79% | Avg. Invested days 46 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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