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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
LOW icon
126
Lowe's Companies
LOW
$117B
$992K 0.14%
3,992
+525
LITE icon
127
Lumentum
LITE
$69.7B
$991K 0.13%
+1,162
CLS icon
128
Celestica
CLS
$44.4B
$981K 0.13%
2,553
-537
ESGE icon
129
iShares ESG Aware MSCI EM ETF
ESGE
$6.65B
$968K 0.13%
19,419
+9,966
COHR icon
130
Coherent
COHR
$78.6B
$957K 0.13%
3,054
-983
DFUV icon
131
Dimensional US Marketwide Value ETF
DFUV
$14.9B
$954K 0.13%
+18,913
RSG icon
132
Republic Services
RSG
$63B
$951K 0.13%
4,490
+2,220
CASY icon
133
Casey's General Stores
CASY
$27.8B
$925K 0.13%
1,246
-531
CBRE icon
134
CBRE Group
CBRE
$38.6B
$919K 0.13%
6,248
-673
EFG icon
135
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$912K 0.12%
+7,551
DYNF icon
136
BlackRock US Equity Factor Rotation ETF
DYNF
$36.1B
$880K 0.12%
+14,087
MU icon
137
Micron Technology
MU
$1.07T
$875K 0.12%
+1,879
BRK.B icon
138
Berkshire Hathaway Class B
BRK.B
$1.05T
$863K 0.12%
1,808
+126
KLAC icon
139
KLA
KLAC
$275B
$856K 0.12%
477
-212
WDC icon
140
Western Digital
WDC
$182B
$852K 0.12%
2,327
+1,132
GS icon
141
Goldman Sachs
GS
$308B
$845K 0.12%
929
+302
ICVT icon
142
iShares Convertible Bond ETF
ICVT
$6.97B
$844K 0.11%
+7,686
VZ icon
143
Verizon
VZ
$190B
$840K 0.11%
18,478
+4,590
SLQD icon
144
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.33B
$839K 0.11%
+16,597
KB icon
145
KB Financial Group
KB
$35.6B
$810K 0.11%
7,390
+784
HYD icon
146
VanEck High Yield Muni ETF
HYD
$4.38B
$805K 0.11%
15,804
-6,173
JCI icon
147
Johnson Controls International
JCI
$87.9B
$804K 0.11%
5,663
+1,936
EFV icon
148
iShares MSCI EAFE Value ETF
EFV
$26.2B
$804K 0.11%
+10,241
AZN icon
149
AstraZeneca
AZN
$282B
$793K 0.11%
+3,879
GEV icon
150
GE Vernova
GEV
$251B
$791K 0.11%
+801
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