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
$135M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.02M
3
+$1.24M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.13M
5
BND icon
Vanguard Total Bond Market
BND
+$1.06M

Top Sells

1
+$2.59M
2
+$1.64M
3
+$1.25M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.07M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.01M

Sector Composition

1 Financials 1.96%
2 Consumer Discretionary 0.88%
3 Communication Services 0.86%
4 Technology 0.61%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.77%
42,210
-1,574
27
$1.04M 0.77%
47,135
-29,666
28
$1M 0.74%
1,976
+595
29
$924K 0.68%
17,896
-619
30
$918K 0.68%
6,998
-824
31
$832K 0.61%
+14,880
32
$707K 0.52%
27,957
-29,960
33
$693K 0.51%
4,916
-2,110
34
$615K 0.45%
4,045
-1,566
35
$572K 0.42%
18,920
36
$567K 0.42%
8,063
-9,866
37
$567K 0.42%
11,524
-1,000
38
$554K 0.41%
6,149
39
$523K 0.39%
10,408
-1,016
40
$475K 0.35%
1,343
-40
41
$474K 0.35%
4,249
-2,147
42
$406K 0.3%
17,521
+1,076
43
$397K 0.29%
6,771
-4,774
44
$389K 0.29%
10,351
-407
45
$386K 0.29%
8,919
-66
46
$379K 0.28%
8,996
+1,266
47
$374K 0.28%
11,621
-2,453
48
$369K 0.27%
7,030
49
$350K 0.26%
1,169
-104
50
$321K 0.24%
11,590
-6,644
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