SC

Seldon Capital Portfolio holdings

AUM $289M
1-Year Est. Return 72.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.5M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.09M
3
+$645K
4
SMCI icon
Super Micro Computer
SMCI
+$402K
5
MRK icon
Merck
MRK
+$213K

Top Sells

1
+$18.9M
2
+$11.3M
3
+$10.1M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$9.3M
5
SGML icon
Sigma Lithium
SGML
+$7.08M

Sector Composition

1 Technology 15.64%
2 Materials 11.45%
3 Consumer Discretionary 9.81%
4 Consumer Staples 6.41%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 12.74%
54,098
-54,098
2
$9.25M 9.89%
47,593
-47,593
3
$7.48M 8%
185,679
-185,679
4
$6.88M 7.36%
149,017
-149,017
5
$5.49M 5.87%
138,943
-138,943
6
$4.89M 5.23%
287,883
-287,883
7
$4.67M 5%
13,726
+3,474
8
$4.51M 4.83%
23,268
-23,268
9
$4.21M 4.51%
62,425
-62,425
10
$3.33M 3.57%
48,226
-48,226
11
$3.26M 3.49%
+131,776
12
$3.22M 3.45%
117,554
-117,752
13
$2.67M 2.85%
18,053
-18,053
14
$2.42M 2.58%
252,824
-384,472
15
$1.84M 1.97%
1,434
+558
16
$1.57M 1.68%
21,582
-21,582
17
$1.52M 1.62%
31,000
-31,000
18
$1.28M 1.37%
26,019
-26,019
19
$1.18M 1.26%
44,106
-44,106
20
$1.1M 1.18%
27,148
-44,686
21
$924K 0.99%
7,720
-7,720
22
$916K 0.98%
8,515
-8,515
23
$909K 0.97%
34,063
-385,515
24
$780K 0.83%
20,800
-76,672
25
$755K 0.81%
17,840
-17,840
1
2 3