SI

Seeds Investor Portfolio holdings

AUM $426M
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.81M
3
+$5.38M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.77M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.58M

Top Sells

1
+$498K
2
+$434K
3
+$346K
4
BALL icon
Ball Corp
BALL
+$343K
5
ALV icon
Autoliv
ALV
+$317K

Sector Composition

1 Technology 15.5%
2 Financials 5.95%
3 Consumer Discretionary 5.54%
4 Healthcare 5.5%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.53%
2,491
+1,060
27
$1.38M 0.52%
41,938
+1,671
28
$1.34M 0.5%
2,741
+154
29
$1.32M 0.5%
18,235
+5,755
30
$1.31M 0.49%
3,953
-79
31
$1.25M 0.47%
4,485
+301
32
$1.25M 0.47%
7,174
+74
33
$1.24M 0.47%
2,128
+686
34
$1.24M 0.46%
2,001
+76
35
$1.21M 0.45%
1,369
+329
36
$1.21M 0.45%
11,083
+5,661
37
$1.2M 0.45%
5,701
+1,852
38
$1.17M 0.44%
+23,083
39
$1.14M 0.42%
+22,220
40
$1.13M 0.42%
+23,552
41
$1.06M 0.4%
1,019
+101
42
$1.03M 0.38%
1,972
-67
43
$1.01M 0.38%
8,089
-223
44
$1M 0.37%
2,027
+384
45
$990K 0.37%
9,735
46
$989K 0.37%
8,411
-813
47
$979K 0.37%
5,759
+638
48
$975K 0.36%
1,703
+531
49
$972K 0.36%
2,804
-97
50
$969K 0.36%
3,576
-225
1
2
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