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
$275M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$889K
3 +$877K
4
DIS icon
Walt Disney
DIS
+$819K
5
ACN icon
Accenture
ACN
+$788K

Top Sells

1 +$940K
2 +$867K
3 +$765K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$744K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$592K

Sector Composition

1 Technology 11.06%
2 Consumer Discretionary 9.19%
3 Communication Services 8.88%
4 Financials 8.4%
5 Materials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,344
77
-1,253
78
-1,063
79
-1,005