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
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$725K
3
+$641K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$575K
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$369K

Top Sells

1
+$782K
2
+$450K
3
+$438K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$304K

Sector Composition

1 Financials 1.95%
2 Communication Services 1.1%
3 Consumer Discretionary 0.95%
4 Technology 0.56%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 18.81%
162,578
-3,178
2
$7.52M 6.14%
36,104
+6,693
3
$6.72M 5.49%
76,874
+8,296
4
$6.6M 5.39%
132,290
-15,680
5
$5.59M 4.56%
13,470
-715
6
$5.27M 4.3%
120,503
+6,868
7
$5.18M 4.23%
197,387
+21,936
8
$4.66M 3.8%
49,357
-3,658
9
$4.51M 3.68%
29,002
+2,305
10
$4.33M 3.54%
72,951
+2,516
11
$3.17M 2.59%
115,694
-644
12
$2.66M 2.18%
54,518
+788
13
$2.56M 2.09%
80,960
+7,831
14
$2.28M 1.86%
122,343
+9,492
15
$2.27M 1.85%
49,019
+2,674
16
$2.23M 1.82%
132,417
-6,855
17
$2.08M 1.7%
43,435
+1,862
18
$2M 1.63%
28,634
+9,184
19
$1.6M 1.31%
76,801
-5,848
20
$1.56M 1.27%
87,439
+4,625
21
$1.54M 1.26%
3,593
-273
22
$1.42M 1.16%
58,690
+230
23
$1.42M 1.16%
37,002
-11,408
24
$1.38M 1.13%
57,917
+15,501
25
$1.37M 1.12%
3,200
-711
1
2 3