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
101
$261K 0.3%
+2,478
102
$261K 0.3%
+2,111
103
$260K 0.29%
+1,886
104
$258K 0.29%
+7,425
105
$255K 0.29%
+8,035
106
$251K 0.28%
+1,835
107
$248K 0.28%
+1,091
108
$248K 0.28%
+3,137
109
$247K 0.28%
+12,711
110
$247K 0.28%
+4,460
111
$246K 0.28%
+1,678
112
$244K 0.28%
+2,202
113
$242K 0.27%
+4,172
114
$238K 0.27%
+10,439
115
$230K 0.26%
+4,670
116
$229K 0.26%
+923
117
$229K 0.26%
+2,626
118
$222K 0.25%
+1,538
119
$222K 0.25%
+4,366
120
$219K 0.25%
+5,206
121
$215K 0.24%
+524
122
$215K 0.24%
+8,961
123
$214K 0.24%
+11,091
124
$210K 0.24%
+1,024
125
$209K 0.24%
+3,555
2 3 4
5
6