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
76
$372K 0.42%
+3,590
77
$367K 0.42%
+834
78
$347K 0.39%
+5,038
79
$346K 0.39%
+885
80
$341K 0.39%
+2,453
81
$340K 0.38%
+4,497
82
$338K 0.38%
+1,173
83
$333K 0.38%
+2,022
84
$332K 0.38%
+7,315
85
$330K 0.37%
+568
86
$329K 0.37%
+1,629
87
$326K 0.37%
+1,550
88
$325K 0.37%
+2,552
89
$322K 0.36%
+1,791
90
$318K 0.36%
+4,397
91
$316K 0.36%
+3,120
92
$308K 0.35%
+1,804
93
$307K 0.35%
+1,984
94
$298K 0.34%
+1,089
95
$283K 0.32%
+3,559
96
$272K 0.31%
+2,082
97
$270K 0.31%
+2,627
98
$269K 0.3%
+4,427
99
$264K 0.3%
+1,332
100
$264K 0.3%
+4,744
2 3
4
5 6