SEEDPG
S.E.E.D. Planning Group Portfolio holdings
AUM
$343M
1-Year Est. Return
9.77%
1 Year Est. Return
+9.77%
AUM
$319M
AUM Growth
+$22.2M
(+7.5%)
Holding
76
Top Buys
| 1 | +$10.2M | |
| 2 | +$7M | |
| 3 | +$6.42M | |
| 4 |
Corteva
CTVA
|
+$5.06M |
| 5 |
PepsiCo
PEP
|
+$1.69M |
Top Sells
| 1 | +$8.86M | |
| 2 | +$5.99M | |
| 3 | +$5.78M | |
| 4 |
International Flavors & Fragrances
IFF
|
+$5.52M |
| 5 |
Estee Lauder
EL
|
+$1.41M |
Sector Composition
| 1 | Technology | 14.47% |
| 2 | Consumer Discretionary | 9.07% |
| 3 | Financials | 8.9% |
| 4 | Communication Services | 8.47% |
| 5 | Materials | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$81.1B
| – | – |
-80,516
|
|