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Sebold Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 12.17%
This Fund
S&P 500
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
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$764K
3
+$656K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$590K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$383K

Top Sells

1
+$822K
2
+$475K
3
+$459K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$365K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$316K

Sector Composition

1 Financials 1.95%
2 Communication Services 1.1%
3 Consumer Discretionary 0.95%
4 Technology 0.56%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.94%
17,929
-1,668
27
$1.05M 0.86%
38,847
+2,047
28
$1.05M 0.86%
43,784
-4,449
29
$926K 0.76%
7,026
-327
30
$911K 0.74%
28,769
+5,313
31
$909K 0.74%
18,515
-4,084
32
$759K 0.62%
7,822
+32
33
$713K 0.58%
5,611
-249
34
$661K 0.54%
6,396
+159
35
$631K 0.52%
1,381
36
$585K 0.48%
11,545
-1,089
37
$512K 0.42%
12,524
+203
38
$499K 0.41%
6,149
39
$482K 0.39%
12,288
-421
40
$482K 0.39%
18,234
+2,572
41
$455K 0.37%
18,920
42
$415K 0.34%
1,383
-167
43
$406K 0.33%
11,424
+518
44
$397K 0.32%
14,074
+192
45
$393K 0.32%
10,022
+1,678
46
$392K 0.32%
4,788
-270
47
$364K 0.3%
1,273
+39
48
$357K 0.29%
10,758
-590
49
$349K 0.29%
16,445
-2,653
50
$346K 0.28%
7,030
-195
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