SEEDPG
S.E.E.D. Planning Group Portfolio holdings
AUM
$319M
This Quarter Return
+6.57%
1 Year Return
+11.07%
3 Year Return
+52.46%
5 Year Return
+79.14%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(+7.9%)
Cap. Flow
+$5.41M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
36.14%
Holding
93
New
10
Increased
46
Reduced
19
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
$1.64M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.32M |
| 3 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$935K |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$884K |
| 5 |
Thermo Fisher Scientific
TMO
|
$820K |
Top Sells
Sector Composition
| 1 | Technology | 10.34% |
| 2 | Industrials | 7.8% |
| 3 | Financials | 6.96% |
| 4 | Materials | 6.94% |
| 5 | Consumer Discretionary | 6.87% |
