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
$230M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.43M
3
+$7.87M
4
NU icon
Nu Holdings
NU
+$7.66M
5
KT icon
KT
KT
+$4.49M

Top Sells

1
+$11.6M
2
+$4.02M
3
+$3.5M
4
TLN
Talen Energy Corp
TLN
+$2.66M
5
TASK icon
TaskUs
TASK
+$2.13M

Sector Composition

1 Financials 15.47%
2 Technology 13.91%
3 Utilities 9.05%
4 Consumer Discretionary 7.45%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.13%
1,828
52
$269K 0.12%
2,754
53
$267K 0.12%
11,600
54
$263K 0.11%
+2,668
55
$262K 0.11%
1,713
56
$260K 0.11%
5,502
57
$255K 0.11%
454
58
$251K 0.11%
462
59
$236K 0.1%
238
60
$234K 0.1%
+7,143
61
$214K 0.09%
687
62
$212K 0.09%
+1,030
63
$208K 0.09%
+1,938
64
$206K 0.09%
+1,125
65
$201K 0.09%
2,910
66
$200K 0.09%
+996
67
$200K 0.09%
+7,943
68
– –
-95,473
69
– –
-45,309
70
– –
-709
71
– –
-10,010
1 2
3