SI

Seeds Investor Portfolio holdings

AUM $522M
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.58M
3
+$2.01M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$1.65M
5
V icon
Visa
V
+$977K

Top Sells

1
+$651K
2
+$562K
3
+$467K
4
AMT icon
American Tower
AMT
+$431K
5
TEL icon
TE Connectivity
TEL
+$422K

Sector Composition

1 Technology 24.45%
2 Consumer Discretionary 9.24%
3 Financials 8.9%
4 Healthcare 7.66%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
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