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
$204M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.52M
3
+$8.82M
4
SGML icon
Sigma Lithium
SGML
+$6.99M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.73M

Top Sells

1
+$6.51M
2
+$1.39M
3
+$746K
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$400K
5
SQM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 10.8%
108,196
+54,098
2
$18.9M 9.22%
381,978
+192,881
3
$18.4M 9.01%
95,186
+45,593
4
$14M 6.83%
371,358
+185,679
5
$13.5M 6.58%
298,034
+149,017
6
$10.7M 5.25%
277,886
+138,943
7
$10.5M 5.16%
419,578
+165,864
8
$10.2M 5%
575,766
+251,028
9
$8.35M 4.08%
124,850
+62,425
10
$7.67M 3.75%
46,536
+23,268
11
$7.32M 3.58%
96,452
+48,226
12
$6.08M 2.97%
637,296
+208,995
13
$5.11M 2.5%
235,306
+117,752
14
$4.78M 2.34%
36,106
+1,417
15
$4.14M 2.02%
97,472
+48,736
16
$3.96M 1.94%
40,394
+39,553
17
$3.45M 1.69%
+198,056
18
$3.19M 1.56%
43,164
+21,582
19
$3.01M 1.47%
62,000
+31,000
20
$2.96M 1.45%
10,252
+5,126
21
$2.9M 1.42%
71,834
+44,686
22
$2.6M 1.27%
88,212
+34,106
23
$2.54M 1.24%
52,038
+26,019
24
$2.03M 0.99%
68,758
+64,758
25
$1.88M 0.92%
17,030
+8,515
1
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