SCM
Sebold Capital Management Portfolio holdings
AUM
$162M
1-Year Est. Return
12.17%
1 Year Est. Return
+12.17%
AUM
$152M
AUM Growth
+$2.95M
(+2%)
Holding
77
Top Buys
| 1 | +$2.7M | |
| 2 | +$965K | |
| 3 | +$849K | |
| 4 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
+$661K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$554K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$500K | |
| 3 | +$457K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
76
Schwab U.S Small- Cap ETF
SCHA
$20.4B
| – | – |
-7,831
|
|
||
|
AINP
77
Allspring Income Plus ETF
AINP
$205M
| – | – |
-12,708
|
|