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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
GE icon
151
GE Aerospace
GE
$336B
$789K 0.11%
2,480
+50
ORCL icon
152
Oracle
ORCL
$609B
$787K 0.11%
4,827
+10
NDAQ icon
153
Nasdaq
NDAQ
$49.1B
$742K 0.1%
8,554
-748
JNJ icon
154
Johnson & Johnson
JNJ
$559B
$738K 0.1%
3,076
+576
TMO icon
155
Thermo Fisher Scientific
TMO
$175B
$732K 0.1%
1,388
+224
AMD icon
156
Advanced Micro Devices
AMD
$800B
$718K 0.1%
2,816
+552
BAC icon
157
Bank of America
BAC
$381B
$709K 0.1%
13,289
+1,326
KO icon
158
Coca-Cola
KO
$342B
$699K 0.1%
9,209
+150
PEP icon
159
PepsiCo
PEP
$192B
$698K 0.09%
4,479
+370
CSCO icon
160
Cisco
CSCO
$489B
$695K 0.09%
8,415
+865
PFG icon
161
Principal Financial Group
PFG
$22.7B
$693K 0.09%
7,361
+3,310
USFD icon
162
US Foods
USFD
$19.1B
$668K 0.09%
7,221
+357
GLW icon
163
Corning
GLW
$161B
$658K 0.09%
3,807
+292
SPGI icon
164
S&P Global
SPGI
$123B
$642K 0.09%
1,510
-513
BOXX icon
165
Alpha Architect 1-3 Month Box ETF
BOXX
$12.3B
$630K 0.09%
5,414
-5,334
QCOM icon
166
Qualcomm
QCOM
$230B
$619K 0.08%
4,661
-346
UTHR icon
167
United Therapeutics
UTHR
$23.1B
$619K 0.08%
1,070
-406
HAS icon
168
Hasbro
HAS
$11.8B
$616K 0.08%
6,646
-2,655
LIN icon
169
Linde
LIN
$232B
$614K 0.08%
1,228
+267
SHYG icon
170
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.53B
$611K 0.08%
+14,334
DIS icon
171
Walt Disney
DIS
$172B
$610K 0.08%
5,950
-1,421
DE icon
172
Deere & Co
DE
$155B
$608K 0.08%
1,020
+260
NVT icon
173
nVent Electric
NVT
$26.5B
$593K 0.08%
4,412
-97
PG icon
174
Procter & Gamble
PG
$338B
$589K 0.08%
4,079
+935
MRK icon
175
Merck
MRK
$295B
$588K 0.08%
4,900
+1,718
5 6
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