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
$159M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.31M
3
+$201K
4
LX
LexinFintech Holdings
LX
+$155K

Top Sells

1
+$24.2M
2
+$10M
3
+$4.18M
4
MSFT icon
Microsoft
MSFT
+$4.02M
5
VRT icon
Vertiv
VRT
+$3.85M

Sector Composition

1 Technology 19.82%
2 Utilities 12.52%
3 Financials 9.75%
4 Communication Services 5.88%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.77%
27,148
27
$1.19M 0.75%
7,720
28
$1.17M 0.74%
44,106
29
$1.01M 0.64%
5,320
30
$946K 0.6%
8,515
31
$797K 0.5%
1,382
32
$635K 0.4%
3,823
33
$602K 0.38%
12,927
34
$558K 0.35%
8,000
35
$524K 0.33%
1,496
36
$482K 0.3%
13,221
37
$405K 0.25%
8,075
38
$384K 0.24%
95,473
-6,800
39
$360K 0.23%
687
40
$351K 0.22%
2,876
41
$343K 0.22%
3,786
42
$334K 0.21%
404
43
$321K 0.2%
1,920
44
$317K 0.2%
2,265
45
$312K 0.2%
4,068
-2,476
46
$312K 0.2%
1,828
47
$302K 0.19%
825
48
$284K 0.18%
1,713
49
$267K 0.17%
11,600
50
$249K 0.16%
454
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