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
$93.5M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.18M
3
+$716K
4
SMCI icon
Super Micro Computer
SMCI
+$598K
5
ADBE icon
Adobe
ADBE
+$238K

Top Sells

1
+$18.9M
2
+$11.9M
3
+$10.3M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$9.25M
5
SGML icon
Sigma Lithium
SGML
+$7.48M

Sector Composition

1 Technology 15.64%
2 Materials 11.45%
3 Consumer Discretionary 9.81%
4 Consumer Staples 6.41%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694K 0.65%
5,320
-5,320
27
$598K 0.56%
+24,000
28
$460K 0.43%
8,000
-8,000
29
$397K 0.37%
1,382
-1,382
30
$386K 0.36%
3,823
-3,823
31
$355K 0.33%
1,496
-1,496
32
$330K 0.31%
687
-687
33
$285K 0.26%
4,068
-4,068
34
$284K 0.26%
1,713
-1,713
35
$281K 0.26%
2,876
-2,876
36
$277K 0.26%
1,828
-1,828
37
$270K 0.25%
2,265
-2,265
38
$266K 0.25%
11,600
-11,600
39
$256K 0.24%
825
-825
40
$248K 0.23%
3,786
-3,786
41
$238K 0.22%
+486
42
$235K 0.22%
2,910
-2,910
43
$231K 0.22%
1,249
-1,249
44
$225K 0.21%
7,143
-7,143
45
$216K 0.2%
+1,873
46
– –
0
47
– –
-40,394
48
– –
-7,765
49
– –
-381,978
50
– –
-68,758
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