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
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.
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.
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:
45.77%
Gain +0.21%
Monthly
1.05%
Yearly
13.32%
Drawdown
16.11%
$192.53M
Equity
Holdings
$192.53M
Investment
$132.24M
$65.28M
Profit +$335,521.9
Realized
$4.99M
Unrealized
$60.29M
Dividends
$11.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$335,521.9
Win %
84%
This Week
Compared To Last Week
Gain
0.18%
Profit
$335,521.9
Win %
84%
This Month
Compared to last month
Gain
-0.53%
Profit
-$1.02M
Win %
84%
This Year
Compared to last year
Gain
10.68%
Profit
$18.57M
Win %
84%
AMAT Applied Materials, Inc.
+7.6%
+$62,242.08 
AMD Advanced Micro Devices, Inc.
+5.21%
+$43,210.54 
FPXI First Trust International Equity Opportunities Fund
+4.62%
+$18,984.6 
XCEM Columbia EM Core ex-China ETF
+3.2%
+$151,393.52 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+2.56%
+$12,192.92 
XLK State Street Technology Select Sector SPDR ETF
+2.34%
+$11,684.05 
VGT Vanguard Information Technology ETF
+1.93%
+$151,169.92 
AVGO Broadcom Inc.
+1.77%
+$10,043.3 
RYT Invesco S&P 500 Equal Weight ETF
+1.59%
+$6,240.78 
SCHE Schwab Emerging Markets Equity ETF
+1.54%
+$20,257.1 
SGOL abrdn Physical Gold Shares ETF
+1.48%
+$4,227.9 
VEU Vanguard FTSE All-World ex-US ETF
+1.39%
+$11,254.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$125,274.87 
SPHQ Invesco S&P 500 Quality ETF
+1.25%
+$7,471.94 
FNDF Schwab Fundamental International Large Company Index ETF
+1.22%
+$52,698.24 
VTRS Viatris Inc.
+1.09%
+$5,049.94 
JPM JPMorgan Chase & Co.
+1.08%
+$3,901.21 
CVS CVS Health Corporation
+1.07%
+$5,378.84 
IEFA iShares Core MSCI EAFE ETF
+1.07%
+$6,516.95 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.98%
+$109,235.27 
CI The Cigna Group
+0.94%
+$3,108.8 
VYMI Vanguard International High Dividend Yield Index Fund
+0.88%
+$2,270.91 
IHF iShares U.S. Healthcare Providers ETF
+0.85%
+$2,804.64 
WFC Wells Fargo & Company
+0.77%
+$5,356.57 
RJF Raymond James Financial Inc.
+0.7%
+$1,554.51 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$2,178.54 
IVV iShares Core S&P 500 ETF
+0.64%
+$13,694.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.62%
+$7,390.19 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$9,976.44 
IWV ISHARES RUSSELL 3000 ETF
+0.59%
+$1,967.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.59%
+$2,530.59 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$26,592.61 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.58%
+$33,074.34 
SCHX Schwab U.S. Large-Cap ETF
+0.56%
+$12,413.28 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$26,772.9 
FEX First Trust Large Cap Core Fund A
+0.5%
+$3,710.47 
VO Vanguard Mid-Cap ETF
+0.5%
+$69,499.58 
XLI Industrial Select Sector SPDR Fund
+0.49%
+$1,790.46 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.48%
+$25,567.05 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.41%
+$25,132.32 
MDY SPDR S&P MidCap 400 ETF Trust
+0.39%
+$5,175.39 
DUSA Davis Select U.S. Equity ETF
+0.32%
+$14,679.38 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.3%
+$906.66 
VIG Vanguard Dividend Appreciation ETF
+0.23%
+$32,130.45 
GE General Electric Company
+0.17%
+$1,081.43 
XLV Health Care Select Sector SPDR Fund
+0.16%
+$403 
DINT Davis Select International Fund
+0.16%
+$4,658.61 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$713.7 
JBBB Janus Henderson B-BBB CLO ETF
+0.1%
+$1,028.7 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$29,834.4 
META Meta Platforms Inc Class A
+0.07%
+$674.13 
XLF Financial Select Sector SPDR Fund
+0.04%
+$157.31 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$684.07 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
0%
$0 
SCVL Shoe Carnival Inc.
-2.25%
-$7,227.96 
CME CME Group Inc.
-1.41%
-$4,081.35 
GOOG Alphabet Inc
-1.06%
-$10,539.32 
AMZN Amazon.com Inc
-0.91%
-$8,412.66 
MGM MGM Resorts International
-0.91%
-$3,531.78 
COF Capital One Financial Corporation
-0.83%
-$9,169.02 
PLTR Palantir Technologies Inc.
-0.8%
-$6,462.78 
DGX Quest Diagnostics Inc.
-0.75%
-$2,397.72 
EMLP First Trust North American Energy Infrastructure Fund
-0.53%
-$2,173.51 
MKL Markel Group Inc.
-0.44%
-$2,273.31 
FMB First Trust Managed Municipal Fund
-0.37%
-$4,954.67 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.36%
-$1,739.58 
OAKM Oakmark U.S. Large Cap ETF
-0.24%
-$2,246.86 
VOX Vanguard Communication Services ETF
-0.24%
-$594.9 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$9,061.5 
HYD VanEck High Yield Muni ETF
-0.16%
-$1,490.06 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.14%
-$1,112.68 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.12%
-$5,120.11 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$211.33 
USB U.S. Bancorp
-0.09%
-$351.94 
APLU Allspring Core Plus ETF
-0.07%
-$2,436.16 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.06%
-$1,019.07 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$654.57 
BNDX Vanguard Total International Bond ETF
-0.01%
-$214.73 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 703 | Longs Won 590/703 83% | Profit Factor 15.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $518,882.27 |
| Average Win $118,153.29 | Best Trade (Jul 28) $10.78M | Sharpe Ratio -10.74 |
| Average Loss -$39,216.47 | Worst Trade (Dec 31) -$1.23M | Z-Score 19.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 2d | Expectancy $92,857.73 |
| 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 | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Sebold Capital Management Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Equal Weight ETF - $2.38M, Vanguard Information Technology ETF - $1.51M, Schwab Fundamental Emerging Markets Large Company Index ETF - $1.07M, First Trust Enhanced Short Maturity Fund - $752,280.79, and VANGUARD FTSE DEVELOPED MARKETS ETF - $738,150.22. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard S&P Small-Cap 600 ETF - $2.43M, MGM Resorts International - $60,287.05, Owens Corning - $37,292.41, SPDR Bloomberg International Treasury Bond ETF - $9,775.28, and Utilities Select Sector SPDR Fund - $8,924.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sebold Capital Management Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.21M earned over time. The largest contributors to dividend income include Invesco S&P 500 Equal Weight ETF - $1.61M, Schwab Fundamental Emerging Markets Large Company Index ETF - $1.06M, First Trust Enhanced Short Maturity Fund - $740,487.04, VANGUARD FTSE DEVELOPED MARKETS ETF - $692,267.71, and VanEck Fallen Angel High Yield Bond ETF - $608,497.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sebold Capital Management Inc.'s monthly returns?
Sebold Capital Management Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Sebold Capital Management Inc.'s strategy be considered aggressive or moderate?
Sebold Capital Management Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Sebold Capital Management Inc.'s strategy?
Sebold Capital Management Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
