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
$145M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$705K
3
+$678K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$661K
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$447K

Top Sells

1
+$933K
2
+$802K
3
+$656K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$502K
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$438K

Sector Composition

1 Financials 1.86%
2 Consumer Discretionary 1.25%
3 Communication Services 1.2%
4 Technology 0.78%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 18.74%
165,161
-765
2
$10.1M 6.97%
55,320
+187
3
$10M 6.91%
41,301
-484
4
$7.4M 5.11%
250,357
-1,546
5
$6.05M 4.18%
10,497
-1,138
6
$5.88M 4.06%
118,997
-4,956
7
$5.63M 3.89%
94,467
+11,096
8
$5.21M 3.6%
53,061
-8,167
9
$4.36M 3.01%
74,422
-4,272
10
$4.09M 2.82%
148,936
+6,142
11
$4.08M 2.81%
100,346
+233
12
$3.8M 2.62%
170,058
-7,986
13
$3.43M 2.37%
32,181
-3,669
14
$3.28M 2.26%
45,482
-2,458
15
$2.95M 2.03%
92,294
-1,086
16
$2.78M 1.92%
98,396
+15,804
17
$2.47M 1.71%
48,359
+13,803
18
$2.37M 1.64%
48,659
+3,298
19
$2.34M 1.62%
66,793
+7,220
20
$2.25M 1.55%
113,133
-2,183
21
$1.96M 1.36%
77,126
+28,200
22
$1.96M 1.35%
91,557
-23,427
23
$1.65M 1.14%
34,998
-4,431
24
$1.65M 1.14%
3,007
-2
25
$1.2M 0.83%
2,207
-10
1
2 3