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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
$474M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$5.28M
3
+$4.4M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$4.18M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.13M

Top Sells

1
+$13M
2
+$7.26M
3
+$4.09M
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.11M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$819K

Sector Composition

1 Technology 10.12%
2 Financials 3.54%
3 Consumer Discretionary 2.86%
4 Industrials 2.26%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$222K 0.05%
742
-189
227
$222K 0.05%
1,265
-258
228
$221K 0.05%
619
-11
229
$217K 0.05%
774
-472
230
$216K 0.05%
+626
231
$215K 0.05%
+1,677
232
$213K 0.05%
+10,550
233
$213K 0.05%
+1,636
234
$212K 0.04%
+4,812
235
$211K 0.04%
+3,646
236
$211K 0.04%
+7,235
237
$210K 0.04%
4,159
-2,638
238
$208K 0.04%
+321
239
$207K 0.04%
3,263
-138
240
$204K 0.04%
447
-192
241
$204K 0.04%
578
-102
242
$204K 0.04%
+629
243
$203K 0.04%
1,106
-294
244
$202K 0.04%
+959
245
$186K 0.04%
20,700
-2,184
246
$162K 0.03%
11,434
-1,300
247
$105K 0.02%
14,456
-931
248
$102K 0.02%
20,607
+4,958
249
$90.3K 0.02%
13,475
+1,238
250
$49.2K 0.01%
+11,086
8 9
10
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