SC
Seldon Capital Portfolio holdings
AUM
$230M
This Quarter Return
+5.86%
1 Year Return
+91.96%
3 Year Return
+343%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.45%
Holding
290
New
290
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$16.6M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$12.4M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$9.91M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.48M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
STMicroelectronics
STM
$23B
| $81K | 0.05% |
+1,665
| New | +$81K |
|
|
ANSS
127
DELISTED
Ansys
ANSS
| $80K | 0.05% |
+200
| New | +$80K |
|
128
iShares MSCI South Korea ETF
EWY
$5.17B
| $78K | 0.05% |
+1,000
| New | +$78K |
|
129
Ametek
AME
$42.6B
| $77K | 0.05% |
+525
| New | +$77K |
|
130
James Hardie Industries plc
JHX
$11.2B
| $77K | 0.05% |
+1,895
| New | +$77K |
|
131
CDW
CDW
$21.4B
| $76K | 0.05% |
+370
| New | +$76K |
|
132
Charter Communications
CHTR
$35.7B
| $75K | 0.05% |
+115
| New | +$75K |
|
133
Danaher
DHR
$143B
| $75K | 0.05% |
+258
| New | +$75K |
|
134
Duke Energy
DUK
$94.5B
| $74K | 0.05% |
+710
| New | +$74K |
|
135
Fortune Brands Innovations
FBIN
$6.86B
| $74K | 0.05% |
+810
| New | +$74K |
|
136
Toyota
TM
$252B
| $74K | 0.05% |
+402
| New | +$74K |
|
137
Chunghwa Telecom
CHT
$33.7B
| $73K | 0.05% |
+1,728
| New | +$73K |
|
138
Progressive
PGR
$145B
| $73K | 0.05% |
+709
| New | +$73K |
|
139
Deere & Co
DE
$127B
| $70K | 0.05% |
+203
| New | +$70K |
|
140
Target
TGT
$42B
| $69K | 0.04% |
+297
| New | +$69K |
|
141
SEI Investments
SEIC
$10.8B
| $68K | 0.04% |
+1,122
| New | +$68K |
|
142
American Tower
AMT
$91.9B
| $66K | 0.04% |
+227
| New | +$66K |
|
143
Lennar Class A
LEN
$34.7B
| $66K | 0.04% |
+588
| New | +$66K |
|
144
Linde
LIN
$221B
| $66K | 0.04% |
+190
| New | +$66K |
|
145
Regeneron Pharmaceuticals
REGN
$59.8B
| $66K | 0.04% |
+104
| New | +$66K |
|
146
Moody's
MCO
$89B
| $65K | 0.04% |
+166
| New | +$65K |
|
147
Hershey
HSY
$37.4B
| $62K | 0.04% |
+318
| New | +$62K |
|
148
NXP Semiconductors
NXPI
$57.5B
| $62K | 0.04% |
+271
| New | +$62K |
|
149
L3Harris
LHX
$51.1B
| $61K | 0.04% |
+288
| New | +$61K |
|
150
Edwards Lifesciences
EW
$47.7B
| $59K | 0.04% |
+459
| New | +$59K |
|