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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
$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
CRM icon
276
Salesforce
CRM
$150B
$309K 0.04%
1,802
+266
ASX icon
277
ASE Group
ASX
$77.9B
$308K 0.04%
+11,448
CCK icon
278
Crown Holdings
CCK
$10.3B
$304K 0.04%
2,834
-69
FJAN icon
279
FT Vest US Equity Buffer ETF January
FJAN
$1.39B
$299K 0.04%
5,686
-4
AXP icon
280
American Express
AXP
$213B
$297K 0.04%
908
+151
UL icon
281
Unilever
UL
$121B
$296K 0.04%
5,120
-217
AEIS icon
282
Advanced Energy
AEIS
$12.2B
$292K 0.04%
+758
SONY icon
283
Sony
SONY
$130B
$292K 0.04%
13,950
-2,387
NLY icon
284
Annaly Capital Management
NLY
$15.4B
$290K 0.04%
12,954
+700
CGDV icon
285
Capital Group Dividend Value ETF
CGDV
$34.8B
$286K 0.04%
6,297
-3
APH icon
286
Amphenol
APH
$177B
$279K 0.04%
1,878
-11
VO icon
287
Vanguard Mid-Cap ETF
VO
$102B
$278K 0.04%
+3,680
VYM icon
288
Vanguard High Dividend Yield ETF
VYM
$78.3B
$277K 0.04%
+1,810
IDXX icon
289
Idexx Laboratories
IDXX
$44.3B
$276K 0.04%
+472
WWD icon
290
Woodward
WWD
$21.4B
$273K 0.04%
+676
COP icon
291
ConocoPhillips
COP
$145B
$270K 0.04%
+2,276
ACN icon
292
Accenture
ACN
$107B
$270K 0.04%
1,420
-220
ITOT icon
293
iShares Core S&P Total US Stock Market ETF
ITOT
$91.7B
$265K 0.04%
+1,740
TD icon
294
Toronto Dominion Bank
TD
$189B
$264K 0.04%
+2,560
ONCY
295
Oncolytics Biotech
ONCY
$100M
$263K 0.04%
258,306
CME icon
296
CME Group
CME
$91.1B
$263K 0.04%
885
-20
ADP icon
297
Automatic Data Processing
ADP
$91.6B
$263K 0.04%
1,346
-931
SAP icon
298
SAP
SAP
$212B
$261K 0.04%
1,555
-289
CW icon
299
Curtiss-Wright
CW
$26.6B
$260K 0.04%
+350
SCI icon
300
Service Corp International
SCI
$9.84B
$260K 0.04%
3,162
+201
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