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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.4M
3
+$9.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.48M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.85%
2 Consumer Discretionary 6.25%
3 Financials 4.87%
4 Communication Services 3.84%
5 Materials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$154K 0.1%
+2,989
77
$147K 0.09%
+2,929
78
$144K 0.09%
+1,873
79
$141K 0.09%
+2,389
80
$135K 0.09%
+238
81
$134K 0.09%
+206
82
$133K 0.09%
+2,754
83
$131K 0.08%
+2,530
84
$129K 0.08%
+941
85
$128K 0.08%
+1,920
86
$127K 0.08%
+672
87
$124K 0.08%
+997
88
$122K 0.08%
+4,693
89
$121K 0.08%
+132
90
$120K 0.08%
+974
91
$119K 0.08%
+1,018
92
$117K 0.08%
+2,668
93
$117K 0.08%
+4,624
94
$117K 0.08%
+1,342
95
$116K 0.07%
+250
96
$116K 0.07%
+567
97
$116K 0.07%
+1,654
98
$115K 0.07%
+820
99
$115K 0.07%
+1,632
100
$113K 0.07%
+447
2 3
4
5 6