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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
101
$606K 0.13%
626
+107
102
$603K 0.13%
2,946
+20
103
$572K 0.12%
4,995
-338
104
$564K 0.12%
1,346
+38
105
$561K 0.12%
7,326
-482
106
$561K 0.12%
5,179
-439
107
$554K 0.12%
12,612
-620
108
$549K 0.12%
575
+105
109
$540K 0.11%
5,427
+1,400
110
$540K 0.11%
10,461
+895
111
$538K 0.11%
6,492
+113
112
$535K 0.11%
8,061
-166
113
$530K 0.11%
1,490
+514
114
$524K 0.11%
1,962
-541
115
$521K 0.11%
5,854
+380
116
$519K 0.11%
7,537
-510
117
$514K 0.11%
2,240
-207
118
$505K 0.11%
6,129
+749
119
$503K 0.11%
631
+53
120
$501K 0.11%
1,033
+273
121
$499K 0.11%
14,439
-897
122
$490K 0.1%
3,804
+1,699
123
$490K 0.1%
4,349
-163
124
$489K 0.1%
16,996
-1,883
125
$489K 0.1%
4,534
-382
3 4
5
6 7