SC

Seldon Capital Portfolio holdings

AUM $285M
1-Year Est. Return 119.65%
This Quarter Est. Return
1 Year Est. Return
+119.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.31M
3
+$201K
4
LX
LexinFintech Holdings
LX
+$155K

Top Sells

1
+$24.2M
2
+$10M
3
+$4.18M
4
MSFT icon
Microsoft
MSFT
+$4.02M
5
VRT icon
Vertiv
VRT
+$3.85M

Sector Composition

1 Technology 19.82%
2 Utilities 12.52%
3 Financials 9.75%
4 Communication Services 5.88%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 10.96%
220,956
-10,835
2
$16.4M 10.32%
82,095
3
$14.9M 9.36%
54,098
4
$10.4M 6.55%
47,593
-2,000
5
$8.76M 5.51%
75,547
6
$7.57M 4.77%
149,017
7
$7.22M 4.54%
68,828
-230,972
8
$6.18M 3.89%
115,630
9
$5.71M 3.59%
48,226
10
$5.17M 3.25%
23,268
11
$4.72M 2.97%
62,425
12
$4.31M 2.71%
66,107
13
$4.1M 2.58%
406,149
+15,315
14
$3.72M 2.34%
82,822
-38,058
15
$3.5M 2.2%
45,309
-24,789
16
$3.33M 2.09%
1,794
17
$3.16M 1.99%
231,566
-155,752
18
$3.14M 1.98%
307,108
+271,783
19
$2.86M 1.8%
39,582
-53,318
20
$2.31M 1.45%
+77,426
21
$1.93M 1.22%
17,840
22
$1.92M 1.21%
5,126
-10,708
23
$1.83M 1.15%
31,000
24
$1.59M 1%
21,582
25
$1.4M 0.88%
26,019
1
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