SCM

Sebold Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.49M
3
+$6.29M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.49M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.26%
2 Consumer Discretionary 0.84%
3 Communication Services 0.75%
4 Healthcare 0.59%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.01%
+51,741
27
$1.15M 0.95%
+39,711
28
$829K 0.68%
+30,684
29
$784K 0.64%
+13,903
30
$705K 0.58%
+7,579
31
$700K 0.57%
+7,884
32
$693K 0.57%
+1,565
33
$671K 0.55%
+6,200
34
$652K 0.54%
+16,744
35
$524K 0.43%
+21,927
36
$507K 0.42%
+12,272
37
$505K 0.41%
+14,757
38
$501K 0.41%
+5,964
39
$485K 0.4%
+1,464
40
$464K 0.38%
+20,680
41
$411K 0.34%
+5,133
42
$409K 0.34%
+14,387
43
$406K 0.33%
+15,200
44
$400K 0.33%
+5,562
45
$387K 0.32%
+7,225
46
$381K 0.31%
+5,406
47
$378K 0.31%
+21,403
48
$356K 0.29%
+2,620
49
$346K 0.28%
+2,781
50
$346K 0.28%
+7,925
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