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
176
$44K 0.03%
+327
177
$44K 0.03%
+69
178
$44K 0.03%
+262
179
$43K 0.03%
+194
180
$43K 0.03%
+190
181
$43K 0.03%
+553
182
$42K 0.03%
+315
183
$42K 0.03%
+88
184
$41K 0.03%
+51
185
$39K 0.03%
+275
186
$39K 0.03%
+99
187
$39K 0.03%
+1,017
188
$38K 0.02%
+558
189
$38K 0.02%
+641
190
$38K 0.02%
+244
191
$37K 0.02%
+560
192
$36K 0.02%
+1,143
193
$36K 0.02%
+319
194
$35K 0.02%
+490
195
$35K 0.02%
+6
196
$35K 0.02%
+249
197
$35K 0.02%
+170
198
$34K 0.02%
+291
199
$34K 0.02%
+197
200
$34K 0.02%
+134
6 7
8
9 10