SC

Seldon Capital Portfolio holdings

AUM $285M
1-Year Est. Return 119.65%
This Quarter Est. Return
1 Year Est. Return
+119.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.89M
3
+$4.18M
4
ATHM icon
Autohome
ATHM
+$1.89M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.73M

Top Sells

1
+$4.06M
2
+$3.73M
3
+$1.19M
4
NTES icon
NetEase
NTES
+$1M
5
MNSO icon
MINISO
MNSO
+$883K

Sector Composition

1 Communication Services 17.37%
2 Technology 15.35%
3 Industrials 10.5%
4 Consumer Staples 7.62%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.71%
34,048
27
$1.13M 0.69%
27,148
28
$1.06M 0.64%
44,106
-10,000
29
$960K 0.58%
5,320
30
$915K 0.55%
8,515
31
$891K 0.54%
33,362
-151,917
32
$765K 0.46%
30,000
33
$671K 0.41%
1,382
34
$527K 0.32%
8,000
35
$520K 0.31%
3,823
36
$492K 0.3%
+2,902
37
$478K 0.29%
6,544
38
$418K 0.25%
1,496
39
$404K 0.24%
8,075
40
$374K 0.23%
2,910
41
$340K 0.21%
687
42
$332K 0.2%
2,876
43
$326K 0.2%
3,786
44
$316K 0.19%
825
45
$314K 0.19%
404
46
$297K 0.18%
1,828
47
$285K 0.17%
2,265
48
$271K 0.16%
1,713
49
$264K 0.16%
11,600
50
$254K 0.15%
1,920
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