SI

Seeds Investor Portfolio holdings

AUM $474M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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

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
HIG icon
151
Hartford Financial Services
HIG
$37.6B
$388K 0.08%
2,909
-178
IEFA icon
152
iShares Core MSCI EAFE ETF
IEFA
$163B
$385K 0.08%
4,412
-35
AMD icon
153
Advanced Micro Devices
AMD
$349B
$379K 0.08%
2,341
+123
NEE icon
154
NextEra Energy
NEE
$171B
$374K 0.08%
4,948
-108
ABBV icon
155
AbbVie
ABBV
$395B
$372K 0.08%
1,607
+9
PRI icon
156
Primerica
PRI
$8.15B
$370K 0.08%
1,332
-124
SGI
157
Somnigroup International
SGI
$19.7B
$368K 0.08%
4,364
-134
PYPL icon
158
PayPal
PYPL
$57B
$366K 0.08%
5,459
-856
EWBC icon
159
East-West Bancorp
EWBC
$15.7B
$362K 0.08%
3,400
-297
ONCY
160
Oncolytics Biotech
ONCY
$105M
$362K 0.08%
258,306
+34,539
EQH icon
161
Equitable Holdings
EQH
$13.9B
$361K 0.08%
7,108
-1,114
COWG icon
162
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.5B
$353K 0.07%
9,725
+619
UL icon
163
Unilever
UL
$142B
$350K 0.07%
5,897
+93
JNJ icon
164
Johnson & Johnson
JNJ
$507B
$347K 0.07%
1,870
+266
WFC icon
165
Wells Fargo
WFC
$291B
$343K 0.07%
4,097
-288
CRM icon
166
Salesforce
CRM
$245B
$341K 0.07%
1,438
-168
WPC icon
167
W.P. Carey
WPC
$14.5B
$336K 0.07%
4,973
-286
T icon
168
AT&T
T
$174B
$330K 0.07%
11,699
-1,265
RGLD icon
169
Royal Gold
RGLD
$18.4B
$330K 0.07%
1,646
-90
SAN icon
170
Banco Santander
SAN
$169B
$322K 0.07%
30,726
-1,329
IPG
171
DELISTED
Interpublic Group of Companies
IPG
$321K 0.07%
11,497
+1,254
PM icon
172
Philip Morris
PM
$237B
$320K 0.07%
1,970
-253
NBIX icon
173
Neurocrine Biosciences
NBIX
$15.4B
$317K 0.07%
2,261
+449
OC icon
174
Owens Corning
OC
$9.56B
$315K 0.07%
2,224
+223
IVW icon
175
iShares S&P 500 Growth ETF
IVW
$66.6B
$300K 0.06%
2,482
+184