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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
51
$1.66M 0.35%
5,943
+66
52
$1.62M 0.34%
35,832
+19,116
53
$1.59M 0.34%
2,163
-326
54
$1.56M 0.33%
2,738
+293
55
$1.54M 0.32%
4,508
-424
56
$1.51M 0.32%
3,571
-156
57
$1.47M 0.31%
8,394
-337
58
$1.42M 0.3%
5,040
-64
59
$1.4M 0.3%
12,297
+8,921
60
$1.36M 0.29%
16,510
-363
61
$1.33M 0.28%
27,995
+5,329
62
$1.32M 0.28%
1,426
-55
63
$1.25M 0.26%
3,347
-111
64
$1.25M 0.26%
15,896
+5,296
65
$1.22M 0.26%
12,081
-8,144
66
$1.18M 0.25%
23,235
+18,330
67
$1.15M 0.24%
9,735
68
$1.15M 0.24%
7,878
-203
69
$1.14M 0.24%
2,572
-24
70
$1.13M 0.24%
7,180
-265
71
$1.13M 0.24%
4,628
+695
72
$1.1M 0.23%
19,227
+11,267
73
$1.09M 0.23%
9,147
+2,031
74
$1.06M 0.22%
4,896
-122
75
$1.06M 0.22%
8,820
-750
1 2
3
4 5