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
$125M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$838K
3
+$698K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$394K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$300K

Top Sells

1
+$3.28M
2
+$819K
3
+$719K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$541K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$503K

Sector Composition

1 Financials 2.15%
2 Communication Services 1.06%
3 Consumer Discretionary 0.96%
4 Technology 0.53%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$329K 0.26%
1,293
+215
52
$300K 0.24%
+7,730
53
$295K 0.24%
2,043
-76
54
$286K 0.23%
207
-11
55
$285K 0.23%
8,637
+711
56
$284K 0.23%
2,500
57
$284K 0.23%
2,143
-242
58
$284K 0.23%
1,531
59
$276K 0.22%
2,571
-198
60
$252K 0.2%
1,734
-163
61
$236K 0.19%
3,607
-146
62
$216K 0.17%
1,308
63
$213K 0.17%
9,744
+4
64
$212K 0.17%
+1,251
65
$206K 0.16%
1,002
-151
66
$204K 0.16%
+1,172
67
$203K 0.16%
20,303
-877
68
– –
-1,970
69
– –
-4,525
70
– –
-11,704
71
– –
-4,129
72
– –
-3,479
1 2
3