SI
Seeds Investor Portfolio holdings
AUM
$522M
1-Year Est. Return
17.1%
This Fund
S&P 500
1 Year Est. Return
+17.1%
AUM
$522M
AUM Growth
+$47.8M
(+10%)
Holding
284
Top Buys
| 1 | +$4.88M | |
| 2 | +$3.27M | |
| 3 | +$3.17M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$2.86M |
| 5 |
Apple
AAPL
|
+$2.83M |
Top Sells
| 1 | +$1.46M | |
| 2 | +$1.34M | |
| 3 | +$752K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$575K |
| 5 |
IQ Candriam US Mid Cap Equity ETF
IQSM
|
+$571K |
Sector Composition
| 1 | Technology | 10.35% |
| 2 | Financials | 3.51% |
| 3 | Consumer Discretionary | 2.74% |
| 4 | Healthcare | 2.24% |
| 5 | Industrials | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Interactive Brokers
IBKR
$30.1B
| – | – |
-6,323
|
|
||
277
Intercontinental Exchange
ICE
$94.2B
| – | – |
-1,749
|
|
||
|
IPG
278
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-11,497
|
|
||
279
Kinder Morgan
KMI
$74.1B
| – | – |
-9,130
|
|
||
280
State Street Nuveen Municipal Bond ESG ETF
MBNE
$8.76M
| – | – |
-7,235
|
|
||
281
Resideo Technologies
REZI
$5.36B
| – | – |
-5,598
|
|
||
282
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.67B
| – | – |
-3,022
|
|
||
283
Uber
UBER
$152B
| – | – |
-2,290
|
|
||
284
Williams Companies
WMB
$89.4B
| – | – |
-3,263
|
|