SC

Seldon Capital Portfolio holdings

AUM $289M
1-Year Est. Return 72.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.19M
3
+$2.38M
4
LAR
Lithium Argentina AG
LAR
+$1.56M
5
EQT icon
EQT Corp
EQT
+$909K

Top Sells

1
+$7.56M
2
+$6.83M
3
+$5.52M
4
KT icon
KT
KT
+$4.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.43M

Sector Composition

1 Technology 21.73%
2 Utilities 13.55%
3 Materials 9.6%
4 Financials 7.62%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SFD
26
Smithfield Foods
SFD
$9.89B
$2.51M 0.87%
112,199
+40,925
MSFT icon
27
Microsoft
MSFT
$2.96T
$2.48M 0.86%
5,126
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.71T
$2.42M 0.84%
7,720
EFV icon
29
iShares MSCI EAFE Value ETF
EFV
$30.8B
$2.21M 0.77%
31,000
IEMG icon
30
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$1.75M 0.61%
26,019
BND icon
31
Vanguard Total Bond Market
BND
$151B
$1.6M 0.55%
21,582
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$115B
$1.46M 0.51%
27,148
ASHR icon
33
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.83B
$1.45M 0.5%
44,106
AMZN icon
34
Amazon
AMZN
$2.24T
$1.23M 0.43%
5,320
TSM icon
35
TSMC
TSM
$1.91T
$1.16M 0.4%
3,823
TIP icon
36
iShares TIPS Bond ETF
TIP
$14.3B
$936K 0.32%
8,515
META icon
37
Meta Platforms (Facebook)
META
$1.65T
$912K 0.32%
1,382
AVDV icon
38
Avantis International Small Cap Value ETF
AVDV
$18.6B
$752K 0.26%
8,000
AVGO icon
39
Broadcom
AVGO
$1.51T
$665K 0.23%
1,920
V icon
40
Visa
V
$616B
$525K 0.18%
1,496
BTC
41
Grayscale Bitcoin Mini Trust ETF
BTC
$3.02B
$512K 0.18%
13,221
IGM icon
42
iShares Expanded Tech Sector ETF
IGM
$8.23B
$489K 0.17%
3,786
ORCL icon
43
Oracle
ORCL
$429B
$441K 0.15%
2,265
LLY icon
44
Eli Lilly
LLY
$960B
$434K 0.15%
404
ITOT icon
45
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$428K 0.15%
2,876
ACMR icon
46
ACM Research
ACMR
$3.71B
$395K 0.14%
10,000
-183,242
CWB icon
47
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.15B
$363K 0.13%
4,068
APH icon
48
Amphenol
APH
$166B
$361K 0.12%
2,668
JNJ icon
49
Johnson & Johnson
JNJ
$599B
$355K 0.12%
1,713
AU icon
50
AngloGold Ashanti
AU
$64.8B
$341K 0.12%
3,993
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