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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.4M
3
+$9.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.48M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.85%
2 Consumer Discretionary 6.25%
3 Financials 4.87%
4 Communication Services 3.84%
5 Materials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.19%
+1,828
52
$293K 0.19%
+1,713
53
$276K 0.18%
+486
54
$263K 0.17%
+7,143
55
$245K 0.16%
+5,502
56
$243K 0.16%
+378
57
$217K 0.14%
+1,249
58
$217K 0.14%
+8,468
59
$212K 0.14%
+1,125
60
$204K 0.13%
+803
61
$198K 0.13%
+2,265
62
$197K 0.13%
+1,182
63
$196K 0.13%
+1,265
64
$194K 0.12%
+322
65
$190K 0.12%
+1,130
66
$177K 0.11%
+1,125
67
$176K 0.11%
+267
68
$175K 0.11%
+423
69
$175K 0.11%
+498
70
$172K 0.11%
+6,000
71
$170K 0.11%
+658
72
$169K 0.11%
+254
73
$166K 0.11%
+462
74
$163K 0.1%
+454
75
$163K 0.1%
+2,910
1 2
3
4 5