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
$127M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$429K
3
+$359K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$319K
5
BND icon
Vanguard Total Bond Market
BND
+$316K

Top Sells

1
+$773K
2
+$307K
3
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$220K
5
APA icon
APA Corp
APA
+$218K

Sector Composition

1 Financials 1.97%
2 Consumer Discretionary 1.03%
3 Communication Services 0.93%
4 Technology 0.48%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.99%
51,148
-593
27
$1.17M 0.93%
37,573
-2,138
28
$873K 0.69%
31,150
+466
29
$805K 0.64%
7,744
-140
30
$732K 0.58%
7,613
+34
31
$727K 0.57%
9,842
+4,280
32
$707K 0.56%
1,543
-22
33
$705K 0.56%
38,362
+16,959
34
$698K 0.55%
13,833
-70
35
$658K 0.52%
6,237
+37
36
$649K 0.51%
16,325
-419
37
$622K 0.49%
6,025
+61
38
$600K 0.47%
18,653
+3,896
39
$485K 0.38%
18,920
-3,007
40
$473K 0.37%
20,476
-204
41
$459K 0.36%
12,273
+1
42
$441K 0.35%
2,918
+137
43
$417K 0.33%
15,660
+460
44
$414K 0.33%
5,144
+11
45
$396K 0.31%
13,882
-505
46
$376K 0.3%
1,473
+9
47
$373K 0.29%
1,759
48
$357K 0.28%
7,225
49
$345K 0.27%
10,561
-200
50
$343K 0.27%
4,129
+207
1
2
3