SC
Seldon Capital Portfolio holdings
AUM
$230M
1-Year Return
91.96%
This Quarter Return
+5.86%
1 Year Return
+91.96%
3 Year Return
+343%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.45%
Holding
290
New
290
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$16.6M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$12.4M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$9.91M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.48M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Stryker
SYK
$150B
| $34K | 0.02% |
+127
| New | +$34K |
|
202
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
| $33K | 0.02% |
+1,000
| New | +$33K |
|
203
Domino's
DPZ
$15.6B
| $32K | 0.02% |
+57
| New | +$32K |
|
204
Dollar General
DG
$23.9B
| $30K | 0.02% |
+127
| New | +$30K |
|
205
DaVita
DVA
$9.81B
| $29K | 0.02% |
+256
| New | +$29K |
|
206
Advance Auto Parts
AAP
$3.62B
| $28K | 0.02% |
+115
| New | +$28K |
|
207
Fidelity National Information Services
FIS
$35.9B
| $28K | 0.02% |
+252
| New | +$28K |
|
208
Morgan Stanley
MS
$236B
| $28K | 0.02% |
+282
| New | +$28K |
|
209
Workday
WDAY
$62B
| $28K | 0.02% |
+104
| New | +$28K |
|
|
SIVB
210
DELISTED
SVB Financial Group
SIVB
| $28K | 0.02% |
+42
| New | +$28K |
|
211
Air Products & Chemicals
APD
$64.4B
| $27K | 0.02% |
+89
| New | +$27K |
|
212
Crown Castle
CCI
$41.9B
| $27K | 0.02% |
+131
| New | +$27K |
|
213
Digital Realty Trust
DLR
$56.1B
| $27K | 0.02% |
+151
| New | +$27K |
|
214
Healthpeak Properties
DOC
$12.7B
| $27K | 0.02% |
+757
| New | +$27K |
|
215
Ferguson
FERG
$47.9B
| $27K | 0.02% |
+150
| New | +$27K |
|
216
Northrop Grumman
NOC
$82.5B
| $27K | 0.02% |
+70
| New | +$27K |
|
217
Ball Corp
BALL
$13.8B
| $26K | 0.02% |
+267
| New | +$26K |
|
218
Dollar Tree
DLTR
$20.3B
| $26K | 0.02% |
+186
| New | +$26K |
|
219
Labcorp
LH
$23B
| $26K | 0.02% |
+97
| New | +$26K |
|
220
Vertex Pharmaceuticals
VRTX
$102B
| $26K | 0.02% |
+120
| New | +$26K |
|
221
Zoetis
ZTS
$68B
| $26K | 0.02% |
+107
| New | +$26K |
|
222
Vipshop
VIPS
$8.48B
| $24K | 0.02% |
+2,821
| New | +$24K |
|
223
Ericsson
ERIC
$26.7B
| $22K | 0.01% |
+2,056
| New | +$22K |
|
224
Rio Tinto
RIO
$104B
| $22K | 0.01% |
+328
| New | +$22K |
|
225
Trimble
TRMB
$19B
| $22K | 0.01% |
+247
| New | +$22K |
|