SC

Seldon Capital Portfolio holdings

AUM $230M
1-Year Est. Return 91.96%
This Quarter Est. Return
1 Year Est. Return
+91.96%
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
26
$1.37M 0.88%
+12,219
27
$1.26M 0.81%
+45,091
28
$1.18M 0.76%
+6,876
29
$1.16M 0.75%
+18,000
30
$1.12M 0.72%
+7,720
31
$1.1M 0.71%
+32,000
32
$758K 0.49%
+30,000
33
$725K 0.47%
+18,392
34
$722K 0.46%
+5,300
35
$691K 0.44%
+38,562
36
$670K 0.43%
+12,200
37
$646K 0.42%
+4,000
38
$606K 0.39%
+18,376
39
$606K 0.39%
+23,259
40
$601K 0.39%
+11,163
41
$525K 0.34%
+17,840
42
$465K 0.3%
+1,382
43
$460K 0.3%
+3,823
44
$409K 0.26%
+8,075
45
$365K 0.23%
+24,312
46
$345K 0.22%
+687
47
$342K 0.22%
+825
48
$324K 0.21%
+1,496
49
$315K 0.2%
+26,939
50
$308K 0.2%
+2,876
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2
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