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
$300M
AUM Growth
-$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M
2 +$2.51M
3 +$2.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.18M
5
CTVA icon
Corteva
CTVA
+$1.93M

Sector Composition

1 Technology 11.15%
2 Consumer Discretionary 9.34%
3 Financials 8.97%
4 Communication Services 8.41%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-86,908
77
-1,175
78
-860
79
-2