SCM

Spreng Capital Management Portfolio holdings

AUM $255M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$342K
2 +$300K
3 +$300K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$282K
5
VUG icon
Vanguard Growth ETF
VUG
+$281K

Top Sells

1 +$6.29M
2 +$249K
3 +$229K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$213K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Technology 7.93%
2 Financials 3.36%
3 Consumer Staples 1.8%
4 Industrials 1.61%
5 Utilities 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.09%
916
-330
77
-488