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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
176
$299K 0.06%
958
-25
177
$299K 0.06%
3,838
-879
178
$298K 0.06%
+3,022
179
$296K 0.06%
+2,144
180
$295K 0.06%
+5,395
181
$295K 0.06%
1,749
-218
182
$294K 0.06%
851
-40
183
$292K 0.06%
2,996
-164
184
$292K 0.06%
2,414
+207
185
$288K 0.06%
+2,674
186
$287K 0.06%
1,164
-658
187
$285K 0.06%
+5,690
188
$285K 0.06%
2,488
+147
189
$285K 0.06%
4,962
-1,233
190
$280K 0.06%
14,564
-392
191
$279K 0.06%
919
-54
192
$275K 0.06%
1,017
-62
193
$270K 0.06%
1,065
-233
194
$268K 0.06%
1,053
+36
195
$265K 0.06%
+6,300
196
$263K 0.06%
1,143
-180
197
$263K 0.06%
1,831
-422
198
$261K 0.06%
3,151
+59
199
$258K 0.05%
9,130
-889
200
$255K 0.05%
2,640
-583
6 7
8
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