We are live on ! Find out more
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
126
$246K 0.16%
2,580
-628
127
$243K 0.16%
2,600
-282
128
$243K 0.16%
+3,221
129
$240K 0.16%
2,537
-96
130
$240K 0.16%
800
131
$237K 0.16%
3,829
-500
132
$235K 0.15%
4,082
-559
133
$225K 0.15%
2,269
134
$225K 0.15%
9,066
135
$220K 0.15%
+2,280
136
$219K 0.14%
2,151
+15
137
$216K 0.14%
+2,273
138
$216K 0.14%
+1,516
139
$216K 0.14%
+7,911
140
$215K 0.14%
+5,124
141
$215K 0.14%
+715
142
$215K 0.14%
2,165
143
$212K 0.14%
698
-100
144
$212K 0.14%
+655
145
$211K 0.14%
+3,350
146
$211K 0.14%
+3,000
147
$211K 0.14%
7,582
+10
148
$205K 0.13%
+3,050
149
$203K 0.13%
+2,648
150
$202K 0.13%
971
+102
3 4 5
6
7