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
$108M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$2.99M
3
+$1.33M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$759K
5
MSFT icon
Microsoft
MSFT
+$666K

Top Sells

1
+$1.36M
2
+$780K
3
+$598K
4
ASYS icon
Amtech Systems
ASYS
+$341K
5
BEPC icon
Brookfield Renewable
BEPC
+$225K

Sector Composition

1 Consumer Discretionary 12.2%
2 Technology 11.32%
3 Consumer Staples 8.01%
4 Industrials 7.34%
5 Financials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,143
52
– –
-1,873
53
– –
0
54
– –
-24,000
55
– –
0
56
– –
-20,800
57
– –
0
58
– –
0
1 2
3