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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
LLY icon
76
Eli Lilly
LLY
$1.02T
$1.81M 0.25%
1,962
+239
ASML icon
77
ASML
ASML
$674B
$1.78M 0.24%
1,171
+407
LRCX icon
78
Lam Research
LRCX
$406B
$1.76M 0.24%
6,465
+312
XJH icon
79
iShares ESG Screened S&P Mid-Cap ETF
XJH
$397M
$1.74M 0.24%
+36,044
VCSH icon
80
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.2B
$1.72M 0.23%
+21,680
COST icon
81
Costco
COST
$432B
$1.69M 0.23%
1,734
+450
IXUS icon
82
iShares Core MSCI Total International Stock ETF
IXUS
$57.1B
$1.66M 0.23%
17,860
+1,525
META icon
83
Meta Platforms (Facebook)
META
$1.49T
$1.64M 0.22%
2,476
+423
JBL icon
84
Jabil
JBL
$38.4B
$1.63M 0.22%
5,341
+372
TLH icon
85
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$1.59M 0.22%
+15,639
SYSB
86
iShares Systematic Bond ETF
SYSB
$1.11B
$1.57M 0.21%
+17,490
SPTI icon
87
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.2B
$1.55M 0.21%
+53,878
V icon
88
Visa
V
$608B
$1.54M 0.21%
4,939
+405
AMAT icon
89
Applied Materials
AMAT
$391B
$1.53M 0.21%
3,870
+584
CIEN icon
90
Ciena
CIEN
$66.1B
$1.52M 0.21%
3,251
+1,886
VOTE icon
91
TCW Transform 500 ETF
VOTE
$1.07B
$1.51M 0.21%
18,556
+2,424
TT icon
92
Trane Technologies
TT
$101B
$1.5M 0.2%
3,179
-400
EMXC icon
93
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$1.49M 0.2%
+16,958
VOE icon
94
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$1.47M 0.2%
7,706
-787
TSLA icon
95
Tesla
TSLA
$1.54T
$1.44M 0.2%
3,965
+1,319
HD icon
96
Home Depot
HD
$309B
$1.44M 0.2%
4,210
-387
SCHV icon
97
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$1.44M 0.2%
+45,339
WMT icon
98
Walmart Inc
WMT
$954B
$1.42M 0.19%
11,328
+689
CHGX icon
99
AXS Change Finance ESG ETF
CHGX
$164M
$1.37M 0.19%
47,904
+6,985
ETN icon
100
Eaton
ETN
$157B
$1.34M 0.18%
3,332
-75
2 3
4
5 6