SC
Seldon Capital Portfolio holdings
AUM
$230M
This Quarter Return
+11.02%
1 Year Return
+91.96%
3 Year Return
+343%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+77%)
Cap. Flow
+$81.7M
Cap. Flow
% of AUM
39.97%
Top 10 Holdings %
Top 10 Hldgs %
65.69%
Holding
264
New
4
Increased
43
Reduced
–
Closed
217
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$11M |
| 2 |
DT Midstream
DTM
|
$9.52M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$8.82M |
| 4 |
Sigma Lithium
SGML
|
$6.99M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.73M |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$6.51M |
| 2 |
Logitech
LOGI
|
$1.39M |
| 3 |
VanEck IG Floating Rate ETF
FLTR
|
$746K |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
$400K |
| 5 |
Sociedad Química y Minera de Chile
SQM
|
$240K |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Consumer Discretionary | 9.59% |
| 3 | Materials | 9.33% |
| 4 | Energy | 9.22% |
| 5 | Financials | 8.24% |
