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
$230M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.8M
3
+$1.4M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$984K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$695K

Top Sells

1
+$5.81M
2
+$510K
3
+$280K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$223K
5
LAMR icon
Lamar Advertising Co
LAMR
+$209K

Sector Composition

1 Technology 8.87%
2 Financials 3.25%
3 Consumer Staples 1.7%
4 Industrials 1.55%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,696
77
– –
-1,562
78
– –
-2,110
1 2 3
4