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
$235M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.56M
2 +$5.38M
3 +$4.58M
4
ECL icon
Ecolab
ECL
+$3.66M
5
META icon
Meta Platforms (Facebook)
META
+$2.91M

Top Sells

1 +$3.96M
2 +$3.48M
3 +$3.28M
4
DD icon
DuPont de Nemours
DD
+$2.29M
5
VLO icon
Valero Energy
VLO
+$1.56M

Sector Composition

1 Technology 10.81%
2 Materials 6.27%
3 Healthcare 6.09%
4 Consumer Discretionary 5.9%
5 Utilities 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,700
102
-28,322