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
126
$209K 0.24%
+1,410
127
$208K 0.23%
+1,421
128
$207K 0.23%
+1,910
129
$207K 0.23%
+7,251
130
$207K 0.23%
+951
131
$207K 0.23%
+1,854
132
$203K 0.23%
+1,085
133
$203K 0.23%
+1,280
134
$201K 0.23%
+1,991
135
$200K 0.23%
+5,270
136
$183K 0.21%
+19,410
137
$182K 0.21%
+10,128
138
$180K 0.2%
+11,794
139
$180K 0.2%
+19,765
140
$174K 0.2%
+27,686
141
$168K 0.19%
+17,333
142
$165K 0.19%
+36,578
143
$165K 0.19%
+39,747
144
$164K 0.19%
+19,030
145
$161K 0.18%
+18,978
146
$125K 0.14%
+36,427
147
$122K 0.14%
+21,708
148
$105K 0.12%
+10,221
149
$87.2K 0.1%
+16,143
150
$70.4K 0.08%
+10,829
2 3 4 5
6