SCM
Saxony Capital Management Portfolio holdings
AUM
$130M
This Quarter Return
+5.01%
1 Year Return
+16.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91M
AUM Growth
+$91M
(+9.7%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
10.17%
Top 10 Holdings %
Top 10 Hldgs %
34.07%
Holding
141
New
26
Increased
45
Reduced
46
Closed
17
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.95M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.55M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.82M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.73M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.69M |
Top Sells
Sector Composition
| 1 | Technology | 14.51% |
| 2 | Healthcare | 3.92% |
| 3 | Communication Services | 3.3% |
| 4 | Consumer Discretionary | 3.18% |
| 5 | Financials | 3.04% |
