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
$297M
AUM Growth
-$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$8.42M
2 +$5.74M
3 +$4.24M
4
LOW icon
Lowe's Companies
LOW
+$2.6M
5
CL icon
Colgate-Palmolive
CL
+$2.19M

Top Sells

1 +$8.75M
2 +$5.31M
3 +$2.4M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.13M
5
CMCSA icon
Comcast
CMCSA
+$1.81M

Sector Composition

1 Technology 10.62%
2 Financials 9.04%
3 Consumer Discretionary 8.78%
4 Materials 8.07%
5 Energy 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-36,720
77
-48,309
78
-33,641