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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 | |
|---|---|---|---|---|---|---|
201
Stryker
SYK
$127B
| $34K | 0.02% |
+127
| New | +$33.3K |
|
202
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
| $33K | 0.02% |
+1,000
| New | +$32.9K |
|
203
Domino's
DPZ
$11B
| $32K | 0.02% |
+57
| New | +$29K |
|
204
Dollar General
DG
$25.9B
| $30K | 0.02% |
+127
| New | +$28K |
|
205
DaVita
DVA
$15.1B
| $29K | 0.02% |
+256
| New | +$27.5K |
|
206
Advance Auto Parts
AAP
$3.37B
| $28K | 0.02% |
+115
| New | +$26.3K |
|
207
Fidelity National Information Services
FIS
$21.5B
| $28K | 0.02% |
+252
| New | +$28.5K |
|
208
Morgan Stanley
MS
$337B
| $28K | 0.02% |
+282
| New | +$28.1K |
|
209
Workday
WDAY
$33.4B
| $28K | 0.02% |
+104
| New | +$28.9K |
|
|
SIVB
210
DELISTED
SVB Financial Group
SIVB
| $28K | 0.02% |
+42
| New | +$29.6K |
|
211
Air Products & Chemicals
APD
$66.3B
| $27K | 0.02% |
+89
| New | +$26.1K |
|
212
Crown Castle
CCI
$32.7B
| $27K | 0.02% |
+131
| New | +$24.2K |
|
213
Digital Realty Trust
DLR
$73.7B
| $27K | 0.02% |
+151
| New | +$24.2K |
|
214
Healthpeak Properties
DOC
$15.4B
| $27K | 0.02% |
+757
| New | +$26.1K |
|
215
Ferguson
FERG
$44.7B
| $27K | 0.02% |
+150
| New | +$23.5K |
|
216
Northrop Grumman
NOC
$77B
| $27K | 0.02% |
+70
| New | +$26.1K |
|
217
Ball Corp
BALL
$17B
| $26K | 0.02% |
+267
| New | +$24.7K |
|
218
Dollar Tree
DLTR
$23.1B
| $26K | 0.02% |
+186
| New | +$22.6K |
|
219
Labcorp
LH
$24.3B
| $26K | 0.02% |
+97
| New | +$24K |
|
220
Vertex Pharmaceuticals
VRTX
$121B
| $26K | 0.02% |
+120
| New | +$23.3K |
|
221
Zoetis
ZTS
$31.6B
| $26K | 0.02% |
+107
| New | +$23.4K |
|
222
Vipshop
VIPS
$6.84B
| $24K | 0.02% |
+2,821
| New | +$29.5K |
|
223
Ericsson
ERIC
$30.7B
| $22K | 0.01% |
+2,056
| New | +$22.5K |
|
224
Rio Tinto
RIO
$148B
| $22K | 0.01% |
+328
| New | +$21.2K |
|
225
Trimble
TRMB
$12.3B
| $22K | 0.01% |
+247
| New | +$21.2K |
|
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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.