SEEDPG

S.E.E.D. Planning Group Portfolio holdings

AUM $343M
1-Year Est. Return 9.77%
This Quarter Est. Return
1 Year Est. Return
+9.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$5.87M
2 +$2.76M
3 +$2.19M
4
AAPL icon
Apple
AAPL
+$2.1M
5
MSFT icon
Microsoft
MSFT
+$1.7M

Sector Composition

1 Technology 8.99%
2 Consumer Discretionary 5.98%
3 Communication Services 5.52%
4 Industrials 5.22%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,746
77
-18,470
78
-65,199
79
-2,523