SCM
SCS Capital Management Portfolio holdings
AUM
$9.02B
This Quarter Return
-7.01%
1 Year Return
+12.44%
3 Year Return
+42.09%
5 Year Return
+54.02%
10 Year Return
+80.4%
AUM
$2.09B
AUM Growth
+$2.09B
(+12%)
Cap. Flow
+$387M
Cap. Flow
% of AUM
18.55%
Top 10 Holdings %
Top 10 Hldgs %
99.72%
Holding
20
New
2
Increased
6
Reduced
7
Closed
2
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$327M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$53.2M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$23.3M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.85M |
| 5 |
SPDR Gold Trust
GLD
|
$2.08M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$7.33M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$5.42M |
| 3 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
$4.33M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$4.14M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$3.23M |
