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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
26
$4.36M 0.92%
91,704
+21,470
27
$4.02M 0.85%
158,687
+3,488
28
$3.93M 0.83%
115,933
+38,923
29
$3.87M 0.82%
79,333
+7,231
30
$3.86M 0.81%
20,685
-64
31
$3.77M 0.8%
140,047
+10,381
32
$3.68M 0.78%
56,331
+14,629
33
$3.61M 0.76%
10,935
-224
34
$3.48M 0.73%
68,890
+14,447
35
$3.19M 0.67%
138,099
-138,795
36
$3.06M 0.65%
65,328
+24,138
37
$2.96M 0.62%
66,438
+39,641
38
$2.75M 0.58%
116,046
+15,716
39
$2.54M 0.54%
11,561
-1,317
40
$2.32M 0.49%
33,355
-11,217
41
$2.26M 0.48%
10,847
+172
42
$1.96M 0.41%
25,638
-2,998
43
$1.96M 0.41%
29,232
+2,205
44
$1.94M 0.41%
3,231
+31
45
$1.94M 0.41%
6,145
+1,001
46
$1.89M 0.4%
4,671
+357
47
$1.83M 0.39%
36,597
-147,738
48
$1.77M 0.37%
73,771
+1,275
49
$1.72M 0.36%
7,083
+770
50
$1.68M 0.36%
26,454
-67,068
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