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
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$725K
3
+$641K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$575K
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$369K

Top Sells

1
+$782K
2
+$450K
3
+$438K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$304K

Sector Composition

1 Financials 1.95%
2 Communication Services 1.1%
3 Consumer Discretionary 0.95%
4 Technology 0.56%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.25%
1,267
-26
52
$302K 0.25%
205
-2
53
$297K 0.24%
8,985
+348
54
$285K 0.23%
7,730
55
$285K 0.23%
2,500
56
$284K 0.23%
2,053
+10
57
$270K 0.22%
2,097
-46
58
$260K 0.21%
1,300
-231
59
$257K 0.21%
2,537
-34
60
$256K 0.21%
1,766
+32
61
$236K 0.19%
+1,581
62
$218K 0.18%
+3,522
63
$216K 0.18%
3,658
+51
64
$211K 0.17%
+5,129
65
$209K 0.17%
1,308
66
$208K 0.17%
21,075
+772
67
$202K 0.16%
9,750
+6
68
– –
-1,172
69
– –
-1,002
70
– –
-1,251
1 2
3