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
$145M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$705K
3
+$678K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$661K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$447K

Top Sells

1
+$933K
2
+$802K
3
+$656K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$502K
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$438K

Sector Composition

1 Financials 1.86%
2 Consumer Discretionary 1.25%
3 Communication Services 1.2%
4 Technology 0.78%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.76%
41,358
-721
27
$1.05M 0.73%
16,430
-10
28
$1.05M 0.73%
43,887
-3,104
29
$1.02M 0.7%
2,018
-36
30
$988K 0.68%
1,846
-102
31
$863K 0.6%
18,336
-9,318
32
$856K 0.59%
6,184
-244
33
$788K 0.54%
4,076
-456
34
$742K 0.51%
20,106
-2,467
35
$714K 0.49%
3,892
-125
36
$678K 0.47%
+13,326
37
$603K 0.42%
10,148
-510
38
$557K 0.38%
5,739
-358
39
$485K 0.34%
6,679
-1,368
40
$442K 0.31%
3,730
-519
41
$417K 0.29%
1,768
-151
42
$394K 0.27%
2,705
+715
43
$389K 0.27%
247
+1
44
$374K 0.26%
6,094
-156
45
$369K 0.25%
7,030
46
$361K 0.25%
8,770
-1,406
47
$345K 0.24%
1,045
-35
48
$326K 0.23%
1,440
49
$322K 0.22%
7,752
-1,244
50
$318K 0.22%
8,016
-1,203
1
2
3