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
$135M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.02M
3
+$1.24M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.13M
5
BND icon
Vanguard Total Bond Market
BND
+$1.06M

Top Sells

1
+$2.59M
2
+$1.64M
3
+$1.25M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.07M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.01M

Sector Composition

1 Financials 1.96%
2 Consumer Discretionary 0.88%
3 Communication Services 0.86%
4 Technology 0.61%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 19.16%
164,437
+1,859
2
$9.28M 6.85%
39,880
+3,776
3
$9.12M 6.74%
53,516
+24,514
4
$6.48M 4.79%
238,913
+41,526
5
$5.99M 4.42%
60,339
-16,535
6
$5.72M 4.22%
119,425
-1,078
7
$5.51M 4.07%
11,375
-2,095
8
$4.74M 3.5%
85,530
-46,760
9
$4.48M 3.31%
75,076
+2,125
10
$4.09M 3.02%
37,812
-11,545
11
$3.77M 2.78%
182,544
+60,201
12
$3.65M 2.7%
103,554
+22,594
13
$3.64M 2.69%
131,676
+72,986
14
$3.17M 2.34%
43,072
+14,438
15
$2.83M 2.09%
93,592
-22,102
16
$2.19M 1.62%
116,346
-16,071
17
$2.13M 1.57%
43,149
-286
18
$2.11M 1.56%
113,744
+26,305
19
$1.9M 1.4%
39,750
-9,269
20
$1.79M 1.32%
62,059
+23,212
21
$1.78M 1.31%
52,643
+23,874
22
$1.74M 1.29%
33,750
-20,768
23
$1.45M 1.07%
3,039
-554
24
$1.3M 0.96%
30,706
-6,296
25
$1.07M 0.79%
2,242
-958
1
2 3