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
$145M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$705K
3
+$678K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$661K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$447K

Top Sells

1
+$933K
2
+$802K
3
+$656K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$502K
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$438K

Sector Composition

1 Financials 1.86%
2 Consumer Discretionary 1.25%
3 Communication Services 1.2%
4 Technology 0.78%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.21%
2,436
-11
52
$288K 0.2%
1,426
-84
53
$281K 0.19%
9,234
-2,362
54
$279K 0.19%
903
-232
55
$276K 0.19%
6,218
+589
56
$257K 0.18%
24,179
-1,639
57
$257K 0.18%
1,600
-350
58
$252K 0.17%
5,759
-1,265
59
$250K 0.17%
1,570
-248
60
$249K 0.17%
+1,550
61
$248K 0.17%
+6,757
62
$247K 0.17%
+3,222
63
$242K 0.17%
7,818
-1,170
64
$239K 0.17%
7,687
-3,934
65
$239K 0.16%
1,308
66
$233K 0.16%
1,187
-26
67
$231K 0.16%
1,264
-36
68
$229K 0.16%
10,686
-6,788
69
$227K 0.16%
8,976
+37
70
$219K 0.15%
3,200
-229
71
$201K 0.14%
8,454
-828
72
– –
-6,028
73
– –
-17,850
74
– –
-5,434
75
– –
-3,472
1 2
3