SCM
Saxony Capital Management Portfolio holdings
AUM
$130M
This Quarter Return
+5.36%
1 Year Return
+16.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(+20%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
13.7%
Top 10 Holdings %
Top 10 Hldgs %
31.45%
Holding
144
New
20
Increased
49
Reduced
52
Closed
8
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.96M |
| 2 |
Capital Group Short Duration Income ETF
CGSD
|
$1.89M |
| 3 |
Capital Group Core Bond ETF
CGCB
|
$1.77M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.72M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.69M |
Top Sells
Sector Composition
| 1 | Technology | 11.58% |
| 2 | Healthcare | 3.57% |
| 3 | Consumer Discretionary | 3.21% |
| 4 | Financials | 3.04% |
| 5 | Communication Services | 2.67% |
