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
$127M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.85M
2 +$1.68M
3 +$611K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$498K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$375K

Sector Composition

1 Technology 13.55%
2 Communication Services 9.77%
3 Financials 8.18%
4 Consumer Staples 5.31%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-24,649