SCM

Sebold Capital Management Inc. Portfolio

Invests via Sebold Capital Management Inc. | Managed by The Mather Group LLC

Invests via Sebold Capital Management Inc.

Managed by The Mather Group LLC

Automatically Tracked

Tracking: 0 Updated: 22 hours ago

Company Profile

Sebold Capital Management Inc. specializes in providing comprehensive asset management solutions tailored for institutional clients and high-net-worth individuals. With a strong emphasis on performance-driven strategies, the firm leverages extensive market analysis and sector insights to deliver unique investment opportunities across various asset classes. Founded by industry veterans with deep expertise in both equity and fixed income markets, it has cultivated an exceptional reputation within the financial community. Its strategic focus on innovative investment vehicles positions Sebold Capital as a significant player in shaping client wealth outcomes while navigating complex capital markets.

Investment Philosophy & Strategy

Market trends indicate an increasing demand for bespoke investment strategies tailored to unique client profiles. Sebold Capital Management Inc. adopts a differentiated approach that combines rigorous data analysis with sector-specific insights to identify sustainable growth avenues. The firm's strategic priorities include capital efficiency and innovation, allowing it to capitalize on emerging market opportunities while effectively managing risk exposure. With a foundation built on the leadership experience of its founders, the firm emphasizes operational excellence and proactive client engagement as core drivers in fulfilling investment mandates.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

38.22%

Gain 0%

Monthly

0.85%

Yearly

10.71%

Drawdown

13.79%

$192.48M

Equity

Holdings

$192.48M

Investment

$139.83M

$65.24M

Profit -$11,048.63

Realized

$4.99M

Unrealized

$60.24M

Dividends

$10.41M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.003%

Profit

-$11,048.63

Win %

87%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$11,048.63

Win %

87%

This Month

Compared to last month

Gain

0.45%

Profit

$870,796.78

Win %

87%

This Year

Compared to last year

Gain

10.66%

Profit

$18.54M

Win %

87%

Gainers
Losers

AMD Advanced Micro Devices, Inc.

+4.73%

+$38,101.76

MGM MGM Resorts International

+3.71%

+$14,715.75

CME CME Group Inc.

+2.8%

+$8,695.06

RJF Raymond James Financial Inc.

+2.65%

+$5,265.53

AMAT Applied Materials, Inc.

+2.64%

+$22,762.36

JPM JPMorgan Chase & Co.

+2.31%

+$7,685.5

USB U.S. Bancorp

+2.27%

+$8,382.69

FPXI First Trust International Equity Opportunities Fund

+1.9%

+$8,632.62

WFC Wells Fargo & Company

+1.61%

+$10,713.15

COF Capital One Financial Corporation

+1.48%

+$14,423.82

CVS CVS Health Corporation

+1.47%

+$6,892.36

RSPT Invesco S&P 500 Equal Weight ETF

+1.46%

+$5,943.6

XLF Financial Select Sector SPDR Fund

+1.37%

+$5,663.52

RYF Invesco S&P 500 Equal Weight Financials ETF

+1.25%

+$5,639.25

DUSA Davis Select U.S. Equity ETF

+1.12%

+$49,195.76

CI The Cigna Group

+1.07%

+$3,665.6

VTRS Viatris Inc.

+1.04%

+$4,640.49

SPHQ Invesco S&P 500 Quality ETF

+1.02%

+$6,203.12

OAKM Oakmark U.S. Large Cap ETF

+1%

+$8,987.41

SPSM SPDR Portfolio S&P 600 Small Cap ETF

+0.99%

+$4,154.7

VO Vanguard Mid-Cap ETF

+0.97%

+$135,137.55

VIOO Vanguard S&P Small-Cap 600 ETF

+0.97%

+$54,276.69

IJR iShares Core S&P Small-Cap ETF

+0.97%

+$42,672.67

FNDA Schwab Fundamental U.S. Small Company ETF

+0.95%

+$56,750.4

RSP Invesco S&P 500 Equal Weight ETF

+0.91%

+$283,425.31

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.9%

+$47,725.16

IHF iShares U.S. Healthcare Providers ETF

+0.89%

+$2,746.22

MKL Markel Group Inc.

+0.87%

+$4,176

VBR VANGUARD SMALL-CAP VALUE ETF

+0.87%

+$4,890.62

XLK State Street Technology Select Sector SPDR ETF

+0.87%

+$4,512.39

SCHE Schwab Emerging Markets Equity ETF

+0.84%

+$11,150.7

EMLP First Trust North American Energy Infrastructure Fund

+0.79%

+$3,144.66

GE General Electric Company

+0.76%

+$4,861.52

IJH iShares Core S&P Mid-Cap ETF

+0.71%

+$38,045.77

MDY SPDR S&P MidCap 400 ETF Trust

+0.71%

+$9,550.19

FEX First Trust Large Cap Core Fund A

+0.69%

+$5,167.18

FNDE Schwab Fundamental Emerging Markets Large Company Index ETF

+0.66%

+$74,667.15

XLI Industrial Select Sector SPDR Fund

+0.59%

+$2,119.74

VGT Vanguard Information Technology ETF

+0.58%

+$46,460.48

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$1,917.86

IVV iShares Core S&P 500 ETF

+0.55%

+$11,791.53

SPY SPDR S&P 500 ETF Trust

+0.54%

+$8,845.81

VYMI Vanguard International High Dividend Yield Index Fund

+0.54%

+$1,385.64

VIG Vanguard Dividend Appreciation ETF

+0.53%

+$73,023.75

IWV ISHARES RUSSELL 3000 ETF

+0.53%

+$1,732.66

SCHX Schwab U.S. Large-Cap ETF

+0.48%

+$10,532.48

GOOG Alphabet Inc

+0.45%

+$4,508.8

VEU Vanguard FTSE All-World ex-US ETF

+0.4%

+$3,286.8

FNDF Schwab Fundamental International Large Company Index ETF

+0.39%

+$17,291.45

QEMM SPDR MSCI Emerging Markets StrategicFactors ETF

+0.35%

+$1,641.08

FEM First Trust Emerging Markets Small Cap AlphaDEX Fund

+0.34%

+$1,714.04

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$31,815.84

XLY Consumer Discretionary Select Sector SPDR Fund

+0.26%

+$788.4

SPYM State Street SPDR Portfolio S&P 500 ETF

+0.25%

+$3,010.23

XCEM Columbia EM Core ex-China ETF

+0.25%

+$12,948.13

IEFA iShares Core MSCI EAFE ETF

+0.18%

+$1,144.44

BNDX Vanguard Total International Bond ETF

+0.17%

+$3,435.68

JBBB Janus Henderson B-BBB CLO ETF

+0.15%

+$1,600.2

SGOL abrdn Physical Gold Shares ETF

+0.1%

+$299.3

DINT Davis Select International Fund

+0.07%

+$2,038.78

SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF

+0.06%

+$1,019.07

HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF

+0.04%

+$317.91

HYD VanEck High Yield Muni ETF

+0.04%

+$372.98

ANGL VanEck Fallen Angel High Yield Bond ETF

+0.03%

+$1,462.89

VOX Vanguard Communication Services ETF

+0.03%

+$66.11

JAAA Janus Henderson AAA CLO ETF

+0.02%

+$462.21

APLU

BSV Vanguard Short-Term Bond ETF

PLTR Palantir Technologies Inc.

-2.36%

-$18,490.57

AMZN Amazon.com Inc

-1.23%

-$10,969.72

AVGO Broadcom Inc.

-0.91%

-$5,246.5

DGX Quest Diagnostics Inc.

-0.38%

-$1,183.49

META Meta Platforms Inc Class A

-0.26%

-$2,327.27

XLV Health Care Select Sector SPDR Fund

-0.18%

-$433.99

SCVL Shoe Carnival Inc.

-0.17%

-$647.28

BND Vanguard Total Bond Market Index Fund

-0.12%

-$5,825.25

FMB First Trust Managed Municipal Fund

-0.04%

-$522.92

FTSM First Trust Enhanced Short Maturity Fund

-0.01%

-$327.29

Events

Dividends

Dividend Analysis

No Data

Trades 703	Longs Won 596/703 84%	Profit Factor 16.28
Profitability	Shorts Won 0/0 0%	Standard Deviation $508,900.58
Average Win $116,609.91	Best Trade (Jun 14) $10.27M	Sharpe Ratio -19.93
Average Loss -$39,908.02	Worst Trade (Dec 31) -$1.23M	Z-Score 22.56 (100%)
Commissions $0	Avg. Trade Length 1y 7m 4w	Expectancy $92,797.89

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	4,831	4,348	3,865	3,382	2,899	2,415	1,932	1,449	966	483

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Returns

Overall, Monthly

Holdings
History

Positions (78)
Options (0)

Option values are updated at end of day.

No Data

Trades (415)
Options (0)

No Data

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Sebold Capital Management Inc. Portfolio

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