We are live on ! Find out more
SI

Seeds Investor Portfolio holdings

AUM $735M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$12.4M
3
+$12.2M
4
MBB icon
iShares MBS ETF
MBB
+$10.8M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.68M

Top Sells

1
+$14.7M
2
+$2.24M
3
+$2.02M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.67M
5
IQSM icon
IQ Candriam US Mid Cap Equity ETF
IQSM
+$1.66M

Sector Composition

1 Technology 8.95%
2 Communication Services 2.52%
3 Financials 2.51%
4 Consumer Discretionary 2.36%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HWM icon
226
Howmet Aerospace
HWM
$98.6B
$389K 0.05%
+1,509
VGIT icon
227
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$387K 0.05%
+6,492
THRO
228
iShares U.S. Thematic Rotation Active ETF
THRO
$6.57B
$382K 0.05%
+9,761
RS icon
229
Reliance Steel & Aluminium
RS
$20.2B
$381K 0.05%
1,177
+211
HDV
230
iShares Core High Dividend ETF
HDV
$13.5B
$379K 0.05%
+14,175
IBM icon
231
IBM
IBM
$264B
$376K 0.05%
1,563
-800
IDCC icon
232
InterDigital
IDCC
$6.61B
$374K 0.05%
1,062
-53
TXN icon
233
Texas Instruments
TXN
$265B
$369K 0.05%
1,685
+313
UNH icon
234
UnitedHealth
UNH
$369B
$368K 0.05%
1,171
+195
CSL icon
235
Carlisle Companies
CSL
$13.7B
$366K 0.05%
1,023
+76
BAI
236
iShares A.I. Innovation and Tech Active ETF
BAI
$15.1B
$364K 0.05%
+9,182
EA icon
237
Electronic Arts
EA
$51B
$363K 0.05%
1,789
-1,711
WFC icon
238
Wells Fargo
WFC
$248B
$362K 0.05%
4,436
+7
SNDK
239
Sandisk
SNDK
$243B
$362K 0.05%
+384
MSGS icon
240
Madison Square Garden
MSGS
$9.24B
$355K 0.05%
1,046
+189
COR icon
241
Cencora
COR
$53.3B
$355K 0.05%
1,110
+82
PRI icon
242
Primerica
PRI
$8.2B
$355K 0.05%
1,327
-47
T icon
243
AT&T
T
$156B
$353K 0.05%
13,767
+1,740
MEAR icon
244
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
$349K 0.05%
+6,947
GGG icon
245
Graco
GGG
$12.3B
$343K 0.05%
3,916
+1,257
MTUM icon
246
iShares MSCI USA Momentum Factor ETF
MTUM
$26.4B
$342K 0.05%
+1,264
WPC icon
247
W.P. Carey
WPC
$16.5B
$340K 0.05%
4,751
-111
TOL icon
248
Toll Brothers
TOL
$12.8B
$340K 0.05%
2,394
-30
AMGN icon
249
Amgen
AMGN
$187B
$339K 0.05%
966
+38
PM icon
250
Philip Morris
PM
$274B
$337K 0.05%
2,111
+129
8 9
10
11 12