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
251
$16K 0.01%
+183
252
$15K 0.01%
+112
253
$15K 0.01%
+2,629
254
$15K 0.01%
+88
255
$15K 0.01%
+52
256
$14K 0.01%
+2,289
257
$14K 0.01%
+500
258
$14K 0.01%
+295
259
$14K 0.01%
+100
260
$14K 0.01%
+110
261
$13K 0.01%
+47
262
$13K 0.01%
+55
263
$13K 0.01%
+84
264
$13K 0.01%
+86
265
$13K 0.01%
+195
266
$13K 0.01%
+192
267
$12K 0.01%
+490
268
$12K 0.01%
+32
269
$12K 0.01%
+185
270
$11K 0.01%
+71
271
$11K 0.01%
+196
272
$11K 0.01%
+594
273
$11K 0.01%
+78
274
$11K 0.01%
+172
275
$11K 0.01%
+56
8 9 10
11
12