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
126
$81K 0.05%
+1,665
127
$80K 0.05%
+200
128
$78K 0.05%
+1,000
129
$77K 0.05%
+525
130
$77K 0.05%
+1,895
131
$76K 0.05%
+370
132
$75K 0.05%
+115
133
$75K 0.05%
+258
134
$74K 0.05%
+710
135
$74K 0.05%
+810
136
$74K 0.05%
+402
137
$73K 0.05%
+1,728
138
$73K 0.05%
+709
139
$70K 0.05%
+203
140
$69K 0.04%
+297
141
$68K 0.04%
+1,122
142
$66K 0.04%
+227
143
$66K 0.04%
+588
144
$66K 0.04%
+190
145
$66K 0.04%
+104
146
$65K 0.04%
+166
147
$62K 0.04%
+318
148
$62K 0.04%
+271
149
$61K 0.04%
+288
150
$59K 0.04%
+459
4 5
6
7 8