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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
IVE icon
101
iShares S&P 500 Value ETF
IVE
$47.4B
$1.33M 0.18%
6,122
+4,768
SCHX icon
102
Schwab US Large- Cap ETF
SCHX
$71B
$1.33M 0.18%
+48,590
IVW icon
103
iShares S&P 500 Growth ETF
IVW
$73.5B
$1.32M 0.18%
10,550
+7,755
RSP icon
104
Invesco S&P 500 Equal Weight ETF
RSP
$88.8B
$1.28M 0.17%
+6,417
IQSI icon
105
IQ Candriam International Equity ETF
IQSI
$245M
$1.26M 0.17%
33,343
-61,154
MA icon
106
Mastercard
MA
$429B
$1.23M 0.17%
2,387
-129
KEYS icon
107
Keysight
KEYS
$56.7B
$1.2M 0.16%
3,638
+973
ESGV icon
108
Vanguard ESG US Stock ETF
ESGV
$13B
$1.18M 0.16%
9,735
STIP icon
109
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$1.15M 0.16%
+11,084
VGSH icon
110
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$1.15M 0.16%
+19,628
VTEB icon
111
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$1.14M 0.15%
22,603
-10,960
VWO icon
112
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.13M 0.15%
+19,536
NFLX icon
113
Netflix
NFLX
$348B
$1.12M 0.15%
10,498
+1,528
TJX icon
114
TJX Companies
TJX
$176B
$1.1M 0.15%
6,854
-289
BSV icon
115
Vanguard Short-Term Bond ETF
BSV
$45B
$1.08M 0.15%
+13,710
IGIB icon
116
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$1.07M 0.15%
+19,875
CAT icon
117
Caterpillar
CAT
$422B
$1.03M 0.14%
1,300
+565
SPMD icon
118
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$1.02M 0.14%
16,268
+850
SPYM
119
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$1.01M 0.14%
12,398
-2,816
IEMG icon
120
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$1M 0.14%
+13,162
HLT icon
121
Hilton Worldwide
HLT
$77.5B
$1M 0.14%
3,029
-700
ABBV icon
122
AbbVie
ABBV
$394B
$1M 0.14%
4,761
+39
ANET icon
123
Arista Networks
ANET
$197B
$998K 0.14%
6,467
-1,025
XOM icon
124
Exxon Mobil
XOM
$629B
$997K 0.14%
6,684
+1,357
NVS icon
125
Novartis
NVS
$279B
$997K 0.14%
6,503
+533
3 4
5
6 7