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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
SHE icon
176
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$322M
$581K 0.08%
4,265
+649
MCO icon
177
Moody's
MCO
$77.5B
$580K 0.08%
1,323
-90
RBA icon
178
RB Global
RBA
$19.5B
$565K 0.08%
5,465
+615
EXC icon
179
Exelon
EXC
$45.8B
$560K 0.08%
11,502
+1,966
CAH icon
180
Cardinal Health
CAH
$47.9B
$560K 0.08%
+2,604
KRMA icon
181
Global X Conscious Companies ETF
KRMA
$117M
$560K 0.08%
12,734
+1,792
GWW icon
182
W.W. Grainger
GWW
$61.6B
$556K 0.08%
481
-259
BALL icon
183
Ball Corp
BALL
$14B
$552K 0.08%
8,694
+1,800
AVMV icon
184
Avantis US Mid Cap Value ETF
AVMV
$633M
$549K 0.07%
7,164
+2,025
MCK icon
185
McKesson
MCK
$92.2B
$547K 0.07%
+634
INCE
186
Franklin Income Equity Focus ETF
INCE
$127M
$545K 0.07%
+8,267
JUST icon
187
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$550M
$540K 0.07%
5,454
+656
HSBC icon
188
HSBC
HSBC
$314B
$533K 0.07%
5,829
+2,670
MUFG icon
189
Mitsubishi UFJ Financial
MUFG
$225B
$526K 0.07%
28,942
-70
XPO icon
190
XPO
XPO
$26.4B
$525K 0.07%
2,469
+450
WM icon
191
Waste Management
WM
$86.8B
$523K 0.07%
2,305
+648
DHI icon
192
D.R. Horton
DHI
$40.9B
$523K 0.07%
+3,600
JLL icon
193
Jones Lang LaSalle
JLL
$13.7B
$512K 0.07%
1,562
+44
ES icon
194
Eversource Energy
ES
$25.6B
$509K 0.07%
7,374
+850
SYY icon
195
Sysco
SYY
$36.6B
$495K 0.07%
6,692
+867
VMBS icon
196
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$494K 0.07%
+10,468
PLD icon
197
Prologis
PLD
$133B
$492K 0.07%
3,553
+642
CVX icon
198
Chevron
CVX
$377B
$491K 0.07%
2,623
+1,304
RRX icon
199
Regal Rexnord
RRX
$14B
$488K 0.07%
2,329
+371
SCHE icon
200
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$487K 0.07%
+13,791
6 7
8
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