SCM
Sebold Capital Management Portfolio holdings
AUM
$162M
1-Year Return
12.17%
This Quarter Return
+7.44%
1 Year Return
+12.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$10.2M
(+6.7%)
Cap. Flow
-$382K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
56.59%
Holding
81
New
8
Increased
28
Reduced
36
Closed
3
Top Buys
| 1 |
APLU
Allspring Core Plus ETF
APLU
|
+$1.07M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
+$936K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$579K |
| 4 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$511K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$502K |
Top Sells
| 1 |
First Trust Managed Municipal ETF
FMB
|
+$1.39M |
| 2 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.17M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$1.08M |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$404K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$366K |
Sector Composition
| 1 | Financials | 2.12% |
| 2 | Technology | 1.08% |
| 3 | Communication Services | 1.04% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Healthcare | 0.75% |
