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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
SCHA icon
301
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$257K 0.04%
+8,180
ILMN icon
302
Illumina
ILMN
$23.9B
$257K 0.04%
1,971
-561
JEPI icon
303
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$254K 0.03%
+4,388
DFCA icon
304
Dimensional California Municipal Bond ETF
DFCA
$687M
$251K 0.03%
+5,013
PSQ icon
305
ProShares Short QQQ
PSQ
$588M
$248K 0.03%
+8,389
IBDU icon
306
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.86B
$247K 0.03%
+10,589
ZWS icon
307
Zurn Elkay Water Solutions
ZWS
$7.88B
$245K 0.03%
4,973
-38
IBDT icon
308
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.89B
$245K 0.03%
+9,679
IBDS icon
309
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$244K 0.03%
+10,073
IBDR icon
310
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$242K 0.03%
+10,003
PYPL icon
311
PayPal
PYPL
$36.4B
$241K 0.03%
5,031
+910
WMB icon
312
Williams Companies
WMB
$87.6B
$240K 0.03%
+3,357
EMGF icon
313
iShares Emerging Markets Equity Factor ETF
EMGF
$1.85B
$238K 0.03%
+3,589
RDVY icon
314
First Trust Rising Dividend Achievers ETF
RDVY
$22.6B
$237K 0.03%
+3,231
RL icon
315
Ralph Lauren
RL
$22.2B
$236K 0.03%
634
-89
EME icon
316
Emcor
EME
$36.6B
$231K 0.03%
+284
ICE icon
317
Intercontinental Exchange
ICE
$78.6B
$229K 0.03%
+1,415
PLXS icon
318
Plexus
PLXS
$7.55B
$229K 0.03%
+1,003
IDEF
319
iShares Defense Industrials Active ETF
IDEF
$3.88B
$229K 0.03%
+6,541
ECL icon
320
Ecolab
ECL
$72.4B
$228K 0.03%
835
-50
BNDW icon
321
Vanguard Total World Bond ETF
BNDW
$1.87B
$228K 0.03%
3,321
-24,251
CI icon
322
Cigna
CI
$76.6B
$219K 0.03%
803
-467
WCN
323
Waste Connections
WCN
$39.1B
$217K 0.03%
1,357
+136
PLTR icon
324
Palantir
PLTR
$327B
$216K 0.03%
1,594
+76
SANM icon
325
Sanmina
SANM
$13.5B
$213K 0.03%
1,380
-199
11 12
13
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