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
$125M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$838K
3
+$698K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$394K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$300K

Top Sells

1
+$3.28M
2
+$819K
3
+$719K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$541K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$503K

Sector Composition

1 Financials 2.15%
2 Communication Services 1.06%
3 Consumer Discretionary 0.96%
4 Technology 0.53%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.95%
48,233
-2,915
27
$1.16M 0.93%
22,599
-5,979
28
$1.06M 0.85%
42,416
-11,975
29
$1.02M 0.82%
36,800
+5,650
30
$889K 0.71%
7,353
-391
31
$852K 0.68%
7,790
+177
32
$764K 0.61%
5,860
-165
33
$757K 0.6%
23,456
-14,117
34
$662K 0.53%
6,237
35
$661K 0.53%
1,381
-162
36
$647K 0.52%
12,634
-1,199
37
$526K 0.42%
12,321
+48
38
$517K 0.41%
6,149
+1,005
39
$504K 0.4%
12,709
-3,616
40
$445K 0.35%
1,550
-209
41
$444K 0.35%
18,920
42
$440K 0.35%
2,529
-389
43
$431K 0.34%
19,098
-1,378
44
$423K 0.34%
15,662
+2
45
$400K 0.32%
13,882
46
$383K 0.31%
11,348
-7,305
47
$370K 0.29%
7,225
48
$365K 0.29%
10,906
+345
49
$346K 0.28%
1,234
-239
50
$339K 0.27%
8,344
-56
1
2
3