EA Series Trust Suncoast Select Growth ETFEA Series Trust Suncoast Select Growth ETFEA Series Trust Suncoast Select Growth ETF

EA Series Trust Suncoast Select Growth ETF

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Key stats


Assets under management (AUM)
‪5.34 M‬USD
Fund flows (1Y)
‪5.32 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
0.2%
Shares outstanding
‪210.00 K‬
Expense ratio
0.60%

About EA Series Trust Suncoast Select Growth ETF


Issuer
Empirical Finance LLC
Brand
Suncoast
Inception date
May 14, 2025
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Empowered Funds LLC
Distributor
Quasar Distributors LLC
SEMG employs a bottom-up approach to select 15-30 US growth companies that the fund considers high quality. Selection focuses on companies with strong financials, consistent earnings growth, and sustainable competitive advantages. The goal is capital growth by targeting firms with favorable long-term prospects and potential for above-average returns. Positions typically start at 2-4% and are adjusted if they grow larger or if fundamentals change. Securities are generally held for 3-5 years, with sales occurring if outlooks weaken or more attractive opportunities arise. SEMG seeks undervalued companies with strong growth potential, maintaining diversification and avoiding overconcentration in any sector or issuer. Overall, the approach emphasizes careful stock selection and disciplined portfolio management to pursue growth while managing risks.

Broaden your horizons with more funds linked to SEMG via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Growth
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Stock breakdown by region
93%6%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SEMG trades at 25.51 USD today, its price has fallen −0.79% in the past 24 hours. Track more dynamics on SEMG price chart.
SEMG net asset value is 25.47 today — it's fallen 0.48% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SEMG assets under management is ‪5.34 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SEMG fund flows account for ‪5.32 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SEMG invests in stocks. See more details in our Analysis section.
SEMG expense ratio is 0.60%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SEMG isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SEMG technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SEMG shows the buy signal. See more of SEMG technicals for a more comprehensive analysis.
No, SEMG doesn't pay dividends to its holders.
SEMG trades at a premium (0.16%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SEMG shares are issued by Empirical Finance LLC
SEMG follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on May 14, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.