SCM
Sebold Capital Management Portfolio holdings
AUM $152M
This Quarter Return
-1.08%
1 Year Return
+4.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$2.95M (+2%)
Cap. Flow
+$5.25M
Cap. Flow % of AUM
3.45%
Top 10 Holdings %Top 10 Hldgs %
56.53%
Holding
77
New
6
Increased
30
Reduced
32
Closed
4
Top Buys
| 1 | $2.7M | |
| 2 | $965K | |
| 3 | $849K | |
| 4 | $661K | |
| 5 | $554K |
Top Sells
| 1 | $1.15M | |
| 2 | $500K | |
| 3 | $457K | |
| 4 | $425K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -7,831 | Closed | -$203K | |||
| – | – | -12,708 | Closed | -$314K |
