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
151
$200K 0.13%
3,020
+66
152
$167K 0.11%
12,503
153
$123K 0.08%
13,750
-500
154
$95.1K 0.06%
23,768
155
$54.3K 0.04%
14,030
-1,908
156
$12.2K 0.01%
10,000
157
– –
-4,305
158
– –
-9,998
159
– –
-10,137
160
– –
-1,515
161
– –
-1,280
3 4 5 6
7