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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 | |
|---|---|---|---|---|---|---|
126
STMicroelectronics
STM
$46B
| $81K | 0.05% |
+1,665
| New | +$78.8K |
|
|
ANSS
127
DELISTED
Ansys
ANSS
| $80K | 0.05% |
+200
| New | +$76.8K |
|
128
iShares MSCI South Korea ETF
EWY
$21.7B
| $78K | 0.05% |
+1,000
| New | +$79.1K |
|
129
Ametek
AME
$55.5B
| $77K | 0.05% |
+525
| New | +$71.8K |
|
130
James Hardie Industries
JHX
$15.4B
| $77K | 0.05% |
+1,895
| New | +$74.3K |
|
131
CDW
CDW
$17.1B
| $76K | 0.05% |
+370
| New | +$70.3K |
|
132
Charter Communications
CHTR
$14.7B
| $75K | 0.05% |
+115
| New | +$78.3K |
|
133
Danaher
DHR
$135B
| $75K | 0.05% |
+258
| New | +$71.1K |
|
134
Duke Energy
DUK
$102B
| $74K | 0.05% |
+710
| New | +$72K |
|
135
Fortune Brands Innovations
FBIN
$6.12B
| $74K | 0.05% |
+810
| New | +$70.1K |
|
136
Toyota
TM
$210B
| $74K | 0.05% |
+402
| New | +$72.3K |
|
137
Chunghwa Telecom
CHT
$33.2B
| $73K | 0.05% |
+1,728
| New | +$69.8K |
|
138
Progressive
PGR
$124B
| $73K | 0.05% |
+709
| New | +$67.7K |
|
139
Deere & Co
DE
$170B
| $70K | 0.05% |
+203
| New | +$70.6K |
|
140
Target
TGT
$62.1B
| $69K | 0.04% |
+297
| New | +$72.2K |
|
141
SEI Investments
SEIC
$11.9B
| $68K | 0.04% |
+1,122
| New | +$69.5K |
|
142
American Tower
AMT
$77.7B
| $66K | 0.04% |
+227
| New | +$62K |
|
143
Lennar Class A
LEN
$20.4B
| $66K | 0.04% |
+588
| New | +$60.1K |
|
144
Linde
LIN
$237B
| $66K | 0.04% |
+190
| New | +$61.6K |
|
145
Regeneron Pharmaceuticals
REGN
$68.8B
| $66K | 0.04% |
+104
| New | +$63.9K |
|
146
Moody's
MCO
$81.7B
| $65K | 0.04% |
+166
| New | +$64K |
|
147
Hershey
HSY
$35.4B
| $62K | 0.04% |
+318
| New | +$57.6K |
|
148
NXP Semiconductors
NXPI
$68B
| $62K | 0.04% |
+271
| New | +$57.6K |
|
149
L3Harris
LHX
$55.9B
| $61K | 0.04% |
+288
| New | +$63.8K |
|
150
Edwards Lifesciences
EW
$47.6B
| $59K | 0.04% |
+459
| New | +$53.5K |
|
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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.