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
$135M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.02M
3
+$1.24M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.13M
5
BND icon
Vanguard Total Bond Market
BND
+$1.06M

Top Sells

1
+$2.59M
2
+$1.64M
3
+$1.25M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.07M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.01M

Sector Composition

1 Financials 1.96%
2 Consumer Discretionary 0.88%
3 Communication Services 0.86%
4 Technology 0.61%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.23%
1,137
-130
52
$297K 0.22%
1,835
-218
53
$289K 0.21%
7,024
-2,998
54
$281K 0.21%
2,000
-500
55
$280K 0.21%
1,457
-937
56
$280K 0.21%
2,454
-83
57
$280K 0.21%
197
-8
58
$274K 0.2%
6,595
-5,693
59
$274K 0.2%
2,008
-89
60
$253K 0.19%
1,485
-281
61
$250K 0.18%
1,187
-113
62
$235K 0.17%
1,308
63
$234K 0.17%
+1,308
64
$228K 0.17%
21,075
65
$228K 0.17%
3,429
-93
66
$220K 0.16%
3,472
-186
67
$219K 0.16%
9,282
-468
68
$216K 0.16%
+6,028
69
– –
-5,129
70
– –
-1,581
1 2
3