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
$159M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.18M
3
+$185K
4
LX
LexinFintech Holdings
LX
+$128K

Top Sells

1
+$38.2M
2
+$10M
3
+$5.68M
4
MSFT icon
Microsoft
MSFT
+$4.37M
5
CORZ icon
Core Scientific
CORZ
+$4.18M

Sector Composition

1 Technology 19.82%
2 Utilities 12.52%
3 Financials 9.75%
4 Communication Services 5.88%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.15%
2,754
52
$232K 0.15%
378
53
$230K 0.14%
5,502
54
$229K 0.14%
462
55
$225K 0.14%
238
56
$202K 0.13%
2,910
57
$201K 0.13%
+709
58
$132K 0.08%
10,010
59
– –
-47,062
60
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-26,154
61
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-1,030
62
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-486
63
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-103,113
64
– –
-297,600
65
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-30,000
66
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-32,715
67
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-12,747
68
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-128,848
69
– –
-36,635
1 2
3