SC

Seldon Capital Portfolio holdings

AUM $289M
1-Year Est. Return 72.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.69%
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
+$7.33M
2
+$2.65M
3
+$1.23M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$757K
5
MSFT icon
Microsoft
MSFT
+$697K

Top Sells

1
+$1.68M
2
+$780K
3
+$598K
4
ASYS icon
Amtech Systems
ASYS
+$406K
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
– –
0
52
– –
0
53
– –
-7,143
54
– –
-1,873
55
– –
0
56
– –
-20,800
57
– –
0
58
– –
0
1 2
3