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SCS Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

SCS Capital Management’s Portfolio SMH Stock Details SMH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.12M Sell
18,364
-414
-2% -$115K 0.06% 157
2025
Q1 		$3.97M Buy
+18,778
New +$3.97M 0.05% 136