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SCM

Sebold Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 12.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$967K
3
+$882K
4
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$664K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$555K

Top Sells

1
+$1.18M
2
+$501K
3
+$474K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$425K
5
AINP
Allspring Income Plus ETF
AINP
+$314K

Sector Composition

1 Financials 1.89%
2 Consumer Discretionary 1.01%
3 Technology 0.91%
4 Communication Services 0.86%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CI icon
51
Cigna
CI
$73.9B
$376K 0.25%
1,142
+209
EMLP icon
52
First Trust North American Energy Infrastructure Fund
EMLP
$3.96B
$347K 0.23%
9,245
+3
CME icon
53
CME Group
CME
$89B
$315K 0.21%
1,187
VTRS icon
54
Viatris
VTRS
$17.9B
$310K 0.2%
35,552
+9,189
IHF icon
55
iShares US Healthcare Providers ETF
IHF
$996M
$309K 0.2%
5,843
-1,187
SPSM icon
56
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$308K 0.2%
7,554
-123
AMAT icon
57
Applied Materials
AMAT
$490B
$295K 0.19%
2,032
+296
FPXI icon
58
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$244M
$292K 0.19%
6,199
-4,270
AVGO icon
59
Broadcom
AVGO
$1.96T
$292K 0.19%
1,742
+732
SGOL icon
60
abrdn Physical Gold Shares ETF
SGOL
$7.2B
$282K 0.19%
+9,458
XLC icon
61
State Street Communication Services Select Sector SPDR ETF
XLC
$23.4B
$274K 0.18%
2,839
-71
XLI icon
62
State Street Industrial Select Sector SPDR ETF
XLI
$31.7B
$274K 0.18%
2,089
-17
USB icon
63
US Bancorp
USB
$90.6B
$267K 0.18%
6,335
+419
JPM icon
64
JPMorgan Chase
JPM
$871B
$266K 0.17%
1,084
-205
DGX icon
65
Quest Diagnostics
DGX
$21.6B
$259K 0.17%
+1,533
IWV icon
66
iShares Russell 3000 ETF
IWV
$19.4B
$255K 0.17%
802
INTC icon
67
Intel
INTC
$673B
$252K 0.17%
+11,105
XLV icon
68
State Street Health Care Select Sector SPDR ETF
XLV
$38.1B
$248K 0.16%
1,697
RSPT icon
69
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.67B
$238K 0.16%
6,969
+212
BSV icon
70
Vanguard Short-Term Bond ETF
BSV
$45.1B
$236K 0.16%
3,019
OC icon
71
Owens Corning
OC
$10.3B
$231K 0.15%
1,616
+437
XLY icon
72
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$229K 0.15%
2,318
-38
VTI icon
73
Vanguard Total Stock Market ETF
VTI
$656B
$228K 0.15%
+830
AAPL icon
74
Apple
AAPL
$4.38T
– –
-811
AXP icon
75
American Express
AXP
$231B
– –
-692
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