SCM
Sebold Capital Management Portfolio holdings
AUM
$162M
This Quarter Return
+8.35%
1 Year Return
+12.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.65%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$26.7M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.49M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.29M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$5.49M |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$5.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.26% |
| 2 | Consumer Discretionary | 0.84% |
| 3 | Communication Services | 0.75% |
| 4 | Healthcare | 0.59% |
| 5 | Technology | 0.4% |
