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
$230M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$10.6M
3
+$8.77M
4
ECH icon
iShares MSCI Chile ETF
ECH
+$7.96M
5
KT icon
KT
KT
+$4.9M

Top Sells

1
+$17M
2
+$5.33M
3
+$3.5M
4
TLN
Talen Energy Corp
TLN
+$3.27M
5
TASK icon
TaskUs
TASK
+$2.34M

Sector Composition

1 Financials 15.47%
2 Technology 13.91%
3 Utilities 9.05%
4 Consumer Discretionary 7.45%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
26
Vanguard Total Bond Market
BND
$137B
$1.59M 0.69%
21,582
IEMG icon
27
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$1.56M 0.68%
26,019
SFD
28
Smithfield Foods
SFD
$8.44B
$1.56M 0.68%
+66,274
TASK icon
29
TaskUs
TASK
$1.06B
$1.54M 0.67%
91,945
-139,621
SMFG icon
30
Sumitomo Mitsui Financial
SMFG
$112B
$1.4M 0.61%
+92,885
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.34T
$1.36M 0.59%
7,720
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$1.34M 0.58%
27,148
ASHR icon
33
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.32B
$1.21M 0.53%
44,106
AMZN icon
34
Amazon
AMZN
$2.51T
$1.17M 0.51%
5,320
META icon
35
Meta Platforms (Facebook)
META
$1.54T
$1.02M 0.44%
1,382
TIP icon
36
iShares TIPS Bond ETF
TIP
$13.8B
$937K 0.41%
8,515
TSM icon
37
TSMC
TSM
$1.48T
$866K 0.38%
3,823
AVDV icon
38
Avantis International Small Cap Value ETF
AVDV
$12.6B
$634K 0.28%
8,000
BTC
39
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$631K 0.27%
13,221
VIST icon
40
Vista Energy
VIST
$5.09B
$618K 0.27%
12,927
V icon
41
Visa
V
$637B
$531K 0.23%
1,496
AVGO icon
42
Broadcom
AVGO
$1.62T
$529K 0.23%
1,920
ORCL icon
43
Oracle
ORCL
$635B
$495K 0.22%
2,265
IGM icon
44
iShares Expanded Tech Sector ETF
IGM
$9.57B
$425K 0.18%
3,786
FLDR icon
45
Fidelity Low Duration Bond Factor ETF
FLDR
$1.03B
$404K 0.18%
8,075
ITOT icon
46
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
$388K 0.17%
2,876
CWB icon
47
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.52B
$336K 0.15%
4,068
LLY icon
48
Eli Lilly
LLY
$918B
$315K 0.14%
404
HD icon
49
Home Depot
HD
$361B
$302K 0.13%
825
INTU icon
50
Intuit
INTU
$185B
$298K 0.13%
378
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