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
$93.5M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.18M
3
+$716K
4
SMCI icon
Super Micro Computer
SMCI
+$598K
5
ADBE icon
Adobe
ADBE
+$238K

Top Sells

1
+$18.9M
2
+$11.9M
3
+$10.3M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$9.25M
5
SGML icon
Sigma Lithium
SGML
+$7.48M

Sector Composition

1 Technology 15.64%
2 Materials 11.45%
3 Consumer Discretionary 9.81%
4 Consumer Staples 6.41%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-20,000
52
– –
0
53
– –
-198,056
54
– –
0
55
– –
0
56
– –
0
1 2
3