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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.49M
3
+$6.29M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.49M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$5.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.26%
2 Consumer Discretionary 0.84%
3 Communication Services 0.75%
4 Healthcare 0.59%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.7M 21.9%
+188,783
2
$7.49M 6.15%
+154,900
3
$6.29M 5.16%
+66,443
4
$5.49M 4.51%
+26,956
5
$5.39M 4.43%
+62,248
6
$5.18M 4.25%
+87,175
7
$4.91M 4.03%
+15,357
8
$4.12M 3.38%
+98,051
9
$4.02M 3.3%
+26,495
10
$3.09M 2.53%
+124,559
11
$3.08M 2.53%
+120,388
12
$2.9M 2.38%
+57,842
13
$2.87M 2.36%
+61,157
14
$2.23M 1.83%
+148,134
15
$2.1M 1.73%
+99,953
16
$2.1M 1.72%
+117,732
17
$2.03M 1.67%
+52,207
18
$1.99M 1.63%
+73,191
19
$1.78M 1.46%
+37,534
20
$1.63M 1.34%
+26,461
21
$1.63M 1.34%
+4,245
22
$1.56M 1.28%
+66,888
23
$1.46M 1.2%
+3,819
24
$1.42M 1.17%
+58,062
25
$1.41M 1.15%
+27,801
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