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
$204M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.52M
3
+$8.82M
4
SGML icon
Sigma Lithium
SGML
+$6.99M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.73M

Top Sells

1
+$6.51M
2
+$1.39M
3
+$746K
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$400K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$240K

Sector Composition

1 Technology 13.17%
2 Consumer Discretionary 9.59%
3 Materials 9.33%
4 Energy 9.22%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.78%
15,440
+7,720
27
$1.1M 0.54%
10,640
+5,320
28
$991K 0.48%
35,680
+17,840
29
$936K 0.46%
16,000
+8,000
30
$852K 0.42%
+876
31
$711K 0.35%
7,646
+3,823
32
$675K 0.33%
2,992
+1,496
33
$649K 0.32%
1,374
+687
34
$586K 0.29%
2,764
+1,382
35
$546K 0.27%
8,136
+1,592
36
$544K 0.27%
3,656
+1,828
37
$542K 0.27%
23,200
+11,600
38
$531K 0.26%
3,426
+1,713
39
$521K 0.25%
5,752
+2,876
40
$499K 0.24%
14,286
+7,143
41
$494K 0.24%
+7,765
42
$487K 0.24%
1,650
+825
43
$463K 0.23%
5,820
+2,910
44
$455K 0.22%
2,498
+1,249
45
$428K 0.21%
7,572
+3,786
46
$421K 0.21%
4,530
+2,265
47
$182K 0.09%
+20,000
48
– –
-641
49
– –
-500
50
– –
-2,284
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