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
1
$16.6M 10.67%
+68,697
2
$12.4M 7.98%
+96,023
3
$9.91M 6.38%
+49,593
4
$8.48M 5.45%
+166,037
5
$8.12M 5.22%
+75,547
6
$5.82M 3.74%
+40,411
7
$5.8M 3.73%
+726,353
8
$5.71M 3.68%
+180,838
9
$5.61M 3.61%
+567,634
10
$4.66M 3%
+62,425
11
$4.52M 2.91%
+209,088
12
$4.13M 2.66%
+23,268
13
$3.75M 2.41%
+60,078
14
$3.73M 2.4%
+74,000
15
$3.47M 2.23%
+34,065
16
$2.87M 1.84%
+117,554
17
$2.22M 1.43%
+13,320
18
$2.19M 1.41%
+55,890
19
$2.03M 1.31%
+27,786
20
$1.93M 1.24%
+39,093
21
$1.83M 1.18%
+21,582
22
$1.72M 1.11%
+5,126
23
$1.67M 1.07%
+20,088
24
$1.56M 1%
+26,019
25
$1.45M 0.93%
+12,231
1
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