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SC
Seldon Capital Portfolio holdings
AUM
$272M
1-Year Est. Return
90.68%
This Fund
S&P 500
This Quarter
Est. Return
+5.86%
1 Year Est. Return
+90.68%
3 Year Est. Return
+448.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
99.75%
Top 10 Holdings %
Top 10 Hldgs %
53.45%
Holding
290
New
290
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$16.2M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$12.4M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
+$9.34M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$8.53M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$8.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
101
Eli Lilly
LLY
$1.05T
| $112K | 0.07% |
+404
| New | +$102K |
|
102
Invesco DB Base Metals Fund
DBB
$304M
| $111K | 0.07% |
+5,000
| New | +$107K |
|
103
Lam Research
LRCX
$392B
| $111K | 0.07% |
+1,540
| New | +$96.5K |
|
104
RELX
RELX
$58.9B
| $107K | 0.07% |
+3,285
| New | +$102K |
|
105
VanEck Intermediate Muni ETF
ITM
$2.17B
| $103K | 0.07% |
+2,000
| New | +$102K |
|
106
McDonald's
MCD
$190B
| $102K | 0.07% |
+379
| New | +$95.7K |
|
107
Novartis
NVS
$293B
| $102K | 0.07% |
+1,167
| New | +$96.9K |
|
108
Illinois Tool Works
ITW
$79.4B
| $100K | 0.06% |
+404
| New | +$93.9K |
|
109
Brookfield
BN
$107B
| $99K | 0.06% |
+3,030
| New | +$95.8K |
|
110
Diageo
DEO
$46.7B
| $94K | 0.06% |
+427
| New | +$87.6K |
|
111
CRH
CRH
$68.8B
| $93K | 0.06% |
+1,767
| New | +$87.1K |
|
112
Cigna
CI
$74.5B
| $92K | 0.06% |
+401
| New | +$85.2K |
|
113
Medtronic
MDT
$106B
| $91K | 0.06% |
+876
| New | +$101K |
|
114
Dr. Reddy's Laboratories
RDY
$10.5B
| $91K | 0.06% |
+6,950
| New | +$87.6K |
|
115
MSCI
MSCI
$45.8B
| $88K | 0.06% |
+143
| New | +$89.7K |
|
116
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.88B
| $88K | 0.06% |
+4,000
| New | +$89.4K |
|
117
Sanofi
SNY
$107B
| $85K | 0.05% |
+1,703
| New | +$84.2K |
|
118
AngloGold Ashanti
AU
$38.8B
| $84K | 0.05% |
+3,993
| New | +$77.8K |
|
119
Mid-America Apartment Communities
MAA
$15.5B
| $84K | 0.05% |
+366
| New | +$75.7K |
|
120
Roper Technologies
ROP
$36.6B
| $84K | 0.05% |
+170
| New | +$80.9K |
|
121
Nice
NICE
$5.87B
| $83K | 0.05% |
+273
| New | +$78.8K |
|
122
Qiagen
QGEN
$8.49B
| $83K | 0.05% |
+1,403
| New | +$80.4K |
|
123
AstraZeneca
AZN
$262B
| $82K | 0.05% |
+707
| New | +$83.2K |
|
124
Boston Scientific
BSX
$65.4B
| $82K | 0.05% |
+1,938
| New | +$81.4K |
|
125
National Grid
NGG
$83.6B
| $82K | 0.05% |
+1,263
| New | +$74.1K |
|
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Seldon Capital's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Seldon Capital, which disclosed 290 positions worth $155M. Its ten largest holdings account for 53% of the portfolio.
Its largest position is Vanguard Total Stock Market ETF: 68,697 shares worth $16.6M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Consumer Discretionary and Financials.
- Seldon Capital's largest Q4 2021 buy was Vanguard Total Stock Market ETF: 68,697 shares worth $16.6M.
- Seldon Capital's ten largest holdings make up 53% of its $155M portfolio in Q4 2021.
- Seldon Capital disclosed 290 positions in Q4 2021, its first 13F filing on record.
Based on Seldon Capital's 13F filing for Q4 2021, filed 11 Feb 2022.