SC

Seldon Capital Portfolio holdings

AUM $272M
1-Year Est. Return 90.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+90.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$8.39M
3
+$4.25M
4
SFD
Smithfield Foods
SFD
+$3.91M
5
EQT icon
EQT Corp
EQT
+$3.18M

Top Sells

1
+$19.8M
2
+$9.74M
3
+$8.29M
4
CLS icon
Celestica
CLS
+$6.63M
5
PAM icon
Pampa Energía
PAM
+$6.45M

Sector Composition

1 Technology 31.44%
2 Materials 13.18%
3 Utilities 6.55%
4 Financials 4.98%
5 Energy 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCNCA icon
26
First Citizens BancShares
FCNCA
$23.1B
$2.7M 0.99%
1,434
-1,264
EFV icon
27
iShares MSCI EAFE Value ETF
EFV
$30.3B
$2.3M 0.85%
31,000
LXU icon
28
LSB Industries
LXU
$940M
$2.28M 0.84%
+153,318
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.38T
$2.22M 0.82%
7,720
MSFT icon
30
Microsoft
MSFT
$3.28T
$1.9M 0.7%
5,126
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$167B
$1.81M 0.67%
26,019
BND icon
32
Vanguard Total Bond Market
BND
$153B
$1.59M 0.58%
21,582
VWO icon
33
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.47M 0.54%
27,148
ASHR icon
34
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.03B
$1.44M 0.53%
44,106
TSM icon
35
TSMC
TSM
$2.32T
$1.29M 0.48%
3,823
AMZN icon
36
Amazon
AMZN
$2.76T
$1.11M 0.41%
5,320
U icon
37
Unity
U
$13.4B
$1.07M 0.4%
48,976
-31,644
TIP icon
38
iShares TIPS Bond ETF
TIP
$15B
$940K 0.35%
8,515
AVDV icon
39
Avantis International Small Cap Value ETF
AVDV
$19.7B
$799K 0.29%
8,000
META icon
40
Meta Platforms (Facebook)
META
$1.52T
$791K 0.29%
1,382
AVGO icon
41
Broadcom
AVGO
$2.28T
$594K 0.22%
1,920
V icon
42
Visa
V
$603B
$452K 0.17%
1,496
IGM icon
43
iShares Expanded Tech Sector ETF
IGM
$11.4B
$449K 0.17%
3,786
JNJ icon
44
Johnson & Johnson
JNJ
$537B
$419K 0.15%
1,713
ITOT icon
45
iShares Core S&P Total US Stock Market ETF
ITOT
$93.9B
$410K 0.15%
2,876
BTC
46
Grayscale Bitcoin Mini Trust ETF
BTC
$3.56B
$396K 0.15%
13,221
AU icon
47
AngloGold Ashanti
AU
$46.4B
$389K 0.14%
3,993
AMAT icon
48
Applied Materials
AMAT
$389B
$385K 0.14%
1,125
CWB icon
49
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.39B
$372K 0.14%
4,068
LLY icon
50
Eli Lilly
LLY
$949B
$372K 0.14%
404
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