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
$88.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.68M
3
+$2.04M
4
EFIV icon
SPDR S&P 500 ESG ETF
EFIV
+$1.94M
5
HD icon
Home Depot
HD
+$1.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.25%
2 Financials 10.98%
3 Consumer Discretionary 9.43%
4 Healthcare 8.83%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.6%
+6,064
52
$514K 0.58%
+11,238
53
$506K 0.57%
+3,943
54
$502K 0.57%
+10,130
55
$499K 0.56%
+16,374
56
$498K 0.56%
+11,575
57
$494K 0.56%
+2,403
58
$478K 0.54%
+1,452
59
$467K 0.53%
+1,704
60
$460K 0.52%
+10,485
61
$455K 0.51%
+2,995
62
$446K 0.5%
+2,752
63
$445K 0.5%
+7,208
64
$444K 0.5%
+1,955
65
$440K 0.5%
+1,979
66
$432K 0.49%
+2,413
67
$431K 0.49%
+1,998
68
$428K 0.48%
+898
69
$415K 0.47%
+7,181
70
$412K 0.47%
+2,390
71
$411K 0.46%
+4,513
72
$409K 0.46%
+12,036
73
$401K 0.45%
+16,252
74
$383K 0.43%
+3,471
75
$378K 0.43%
+5,291
1 2
3
4 5