SC

Seldon Capital Portfolio holdings

AUM $285M
1-Year Est. Return 119.65%
This Quarter Est. Return
1 Year Est. Return
+119.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.4M
3
+$9.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.48M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.85%
2 Consumer Discretionary 6.25%
3 Financials 4.87%
4 Communication Services 3.84%
5 Materials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
+436
227
$22K 0.01%
+108
228
$21K 0.01%
+240
229
$21K 0.01%
+256
230
$21K 0.01%
+230
231
$21K 0.01%
+294
232
$20K 0.01%
+233
233
$20K 0.01%
+194
234
$20K 0.01%
+82
235
$20K 0.01%
+228
236
$20K 0.01%
+210
237
$20K 0.01%
+2,718
238
$19K 0.01%
+522
239
$19K 0.01%
+42
240
$19K 0.01%
+178
241
$19K 0.01%
+95
242
$19K 0.01%
+58
243
$19K 0.01%
+429
244
$18K 0.01%
+102
245
$18K 0.01%
+72
246
$17K 0.01%
+77
247
$17K 0.01%
+101
248
$17K 0.01%
+229
249
$17K 0.01%
+67
250
$17K 0.01%
+78
8 9
10
11 12