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
101
$112K 0.07%
+404
102
$111K 0.07%
+5,000
103
$111K 0.07%
+1,540
104
$107K 0.07%
+3,285
105
$103K 0.07%
+2,000
106
$102K 0.07%
+379
107
$102K 0.07%
+1,167
108
$100K 0.06%
+404
109
$99K 0.06%
+2,020
110
$94K 0.06%
+427
111
$93K 0.06%
+1,767
112
$92K 0.06%
+401
113
$91K 0.06%
+876
114
$91K 0.06%
+6,950
115
$88K 0.06%
+143
116
$88K 0.06%
+4,000
117
$85K 0.05%
+1,703
118
$84K 0.05%
+3,993
119
$84K 0.05%
+366
120
$84K 0.05%
+170
121
$83K 0.05%
+273
122
$83K 0.05%
+1,403
123
$82K 0.05%
+1,414
124
$82K 0.05%
+1,938
125
$82K 0.05%
+1,245
3 4
5
6 7