SC

Seldon Capital Portfolio holdings

AUM $285M
1-Year Est. Return 119.65%
This Quarter Est. Return
1 Year Est. Return
+119.65%
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
+$2.78M
2
+$2.31M
3
+$201K
4
LX
LexinFintech Holdings
LX
+$155K

Top Sells

1
+$24.2M
2
+$10M
3
+$4.18M
4
MSFT icon
Microsoft
MSFT
+$4.02M
5
VRT icon
Vertiv
VRT
+$3.85M

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
– –
-36,635
60
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-486
61
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-103,113
62
– –
-297,600
63
– –
-30,000
64
– –
-47,062
65
– –
-26,154
66
– –
-206
67
– –
-32,715
68
– –
-12,747
69
– –
-128,848
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