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
$204M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.52M
3
+$8.82M
4
SGML icon
Sigma Lithium
SGML
+$6.99M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.73M

Top Sells

1
+$6.51M
2
+$1.39M
3
+$746K
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$400K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$240K

Sector Composition

1 Technology 13.17%
2 Consumer Discretionary 9.59%
3 Materials 9.33%
4 Energy 9.22%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-709
52
– –
-887
53
– –
-1,396
54
– –
-76
55
– –
-4,000
56
– –
-310
57
– –
-1,403
58
– –
-86
59
– –
-104
60
– –
-3,285
61
– –
-328
62
– –
-170
63
– –
-319
64
– –
-99
65
– –
-2,718
66
– –
-1,018
67
– –
-1,122
68
– –
-498
69
– –
-1,703
70
– –
-820
71
– –
-88
72
– –
-3,009
73
– –
-172
74
– –
-1,665
75
– –
-67
1 2
3
4 5