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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
151
$388K 0.08%
2,909
-178
152
$385K 0.08%
4,412
-35
153
$379K 0.08%
2,341
+123
154
$374K 0.08%
4,948
-108
155
$372K 0.08%
1,607
+9
156
$370K 0.08%
1,332
-124
157
$368K 0.08%
4,364
-134
158
$366K 0.08%
5,459
-856
159
$362K 0.08%
3,400
-297
160
$362K 0.08%
258,306
+34,539
161
$361K 0.08%
7,108
-1,114
162
$353K 0.07%
9,725
+619
163
$350K 0.07%
5,242
+83
164
$347K 0.07%
1,870
+266
165
$343K 0.07%
4,097
-288
166
$341K 0.07%
1,438
-168
167
$336K 0.07%
4,973
-286
168
$330K 0.07%
11,699
-1,265
169
$330K 0.07%
1,646
-90
170
$322K 0.07%
30,726
-1,329
171
$321K 0.07%
11,497
+1,254
172
$320K 0.07%
1,970
-253
173
$317K 0.07%
2,261
+449
174
$315K 0.07%
2,224
+223
175
$300K 0.06%
2,482
+184
5 6
7
8 9