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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.49M
3
+$6.29M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.49M
5
VIOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$327K 0.27%
+8,400
52
$323K 0.27%
+3,922
53
$318K 0.26%
+3,868
54
$287K 0.24%
+218
55
$284K 0.23%
+10,761
56
$272K 0.22%
+2,769
57
$264K 0.22%
+1,447
58
$257K 0.21%
+1,531
59
$246K 0.2%
+1,838
60
$238K 0.2%
+1,078
61
$236K 0.19%
+21,180
62
$220K 0.18%
+4,709
63
$218K 0.18%
+4,662
64
$212K 0.17%
+1,759
65
$208K 0.17%
+1,308
66
$206K 0.17%
+2,119
67
$206K 0.17%
+4,524
68
$205K 0.17%
+2,500
69
$202K 0.17%
+1,368
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