SCM

Spreng Capital Management Portfolio holdings

AUM $251M
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.8M
3
+$5.24M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$5.13M
5
VTV icon
Vanguard Value ETF
VTV
+$4.81M

Top Sells

1
+$5.37M
2
+$4.23M
3
+$4.05M
4
AAPL icon
Apple
AAPL
+$3.66M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.66M

Sector Composition

1 Technology 9.15%
2 Financials 3.47%
3 Consumer Staples 1.78%
4 Industrials 1.76%
5 Utilities 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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