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
151
$58K 0.04%
+1,650
152
$58K 0.04%
+321
153
$58K 0.04%
+69
154
$57K 0.04%
+310
155
$56K 0.04%
+1,760
156
$56K 0.04%
+207
157
$56K 0.04%
+600
158
$56K 0.04%
+820
159
$55K 0.04%
+155
160
$54K 0.03%
+602
161
$53K 0.03%
+215
162
$53K 0.03%
+213
163
$51K 0.03%
+887
164
$50K 0.03%
+656
165
$49K 0.03%
+735
166
$49K 0.03%
+209
167
$49K 0.03%
+733
168
$48K 0.03%
+11,000
169
$48K 0.03%
+1,020
170
$48K 0.03%
+112
171
$47K 0.03%
+747
172
$47K 0.03%
+264
173
$45K 0.03%
+415
174
$45K 0.03%
+528
175
$44K 0.03%
+251
5 6
7
8 9