SC

Seldon Capital Portfolio holdings

AUM $285M
1-Year Est. Return 119.65%
This Quarter Est. Return
1 Year Est. Return
+119.65%
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
201
$34K 0.02%
+127
202
$33K 0.02%
+1,000
203
$32K 0.02%
+57
204
$30K 0.02%
+127
205
$29K 0.02%
+256
206
$28K 0.02%
+115
207
$28K 0.02%
+252
208
$28K 0.02%
+282
209
$28K 0.02%
+104
210
$28K 0.02%
+42
211
$27K 0.02%
+89
212
$27K 0.02%
+131
213
$27K 0.02%
+151
214
$27K 0.02%
+757
215
$27K 0.02%
+150
216
$27K 0.02%
+70
217
$26K 0.02%
+267
218
$26K 0.02%
+186
219
$26K 0.02%
+97
220
$26K 0.02%
+120
221
$26K 0.02%
+107
222
$24K 0.02%
+2,821
223
$22K 0.01%
+2,056
224
$22K 0.01%
+328
225
$22K 0.01%
+247
7 8
9
10 11