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SCM

Saxony Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 20.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.32M
3
+$3.05M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.48M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$863K

Top Sells

1
+$6.55M
2
+$3.04M
3
+$1.75M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.66M
5
EHLS
Even Herd Long Short ETF
EHLS
+$1.59M

Sector Composition

1 Technology 11.05%
2 Consumer Discretionary 3.2%
3 Financials 3.08%
4 Communication Services 2.83%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$329K 0.22%
+7,476
102
$325K 0.21%
+6,217
103
$312K 0.21%
+2,783
104
$300K 0.2%
24,388
-1,000
105
$296K 0.19%
+2,304
106
$294K 0.19%
1,480
+44
107
$290K 0.19%
3,046
+112
108
$288K 0.19%
+2,421
109
$284K 0.19%
3,181
-152
110
$284K 0.19%
6,548
+74
111
$283K 0.19%
+7,500
112
$280K 0.18%
2,485
+1
113
$280K 0.18%
2,714
+12
114
$271K 0.18%
584
-6,734
115
$270K 0.18%
1,270
+173
116
$267K 0.18%
803
+1
117
$266K 0.18%
5,269
118
$265K 0.17%
+1,033
119
$263K 0.17%
1,066
120
$257K 0.17%
1,975
121
$253K 0.17%
+2,483
122
$249K 0.16%
590
123
$247K 0.16%
5,826
+28
124
$247K 0.16%
2,157
+50
125
$247K 0.16%
9,368
-790
3 4
5
6 7