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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
SMFG icon
201
Sumitomo Mitsui Financial
SMFG
$148B
$485K 0.07%
22,817
-992
RTX icon
202
RTX Corp
RTX
$241B
$484K 0.07%
2,386
+52
FLEX icon
203
Flex
FLEX
$55.3B
$462K 0.06%
5,763
+659
PEN icon
204
Penumbra
PEN
$12.6B
$462K 0.06%
1,390
+244
EWBC icon
205
East-West Bancorp
EWBC
$17.3B
$461K 0.06%
3,915
-124
RY icon
206
Royal Bank of Canada
RY
$271B
$460K 0.06%
2,629
+761
IEFA icon
207
iShares Core MSCI EAFE ETF
IEFA
$183B
$457K 0.06%
4,726
+47
USMV icon
208
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$455K 0.06%
+4,853
BURL icon
209
Burlington
BURL
$19.8B
$451K 0.06%
1,347
+219
NYT icon
210
New York Times
NYT
$12B
$450K 0.06%
5,569
-159
QUAL icon
211
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$446K 0.06%
+2,196
NWS icon
212
News Corp Class B
NWS
$16.9B
$444K 0.06%
15,410
+2,569
MCD icon
213
McDonald's
MCD
$197B
$441K 0.06%
1,456
+492
RGLD icon
214
Royal Gold
RGLD
$17.5B
$434K 0.06%
1,599
+24
NEE icon
215
NextEra Energy
NEE
$175B
$429K 0.06%
4,699
+214
VXF icon
216
Vanguard Extended Market ETF
VXF
$29.7B
$428K 0.06%
+1,945
PFE icon
217
Pfizer
PFE
$146B
$425K 0.06%
15,663
+2,953
WPM icon
218
Wheaton Precious Metals
WPM
$52.2B
$424K 0.06%
2,868
-218
SHM icon
219
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$423K 0.06%
8,816
RNR icon
220
RenaissanceRe
RNR
$12B
$423K 0.06%
1,371
+110
SAN icon
221
Banco Santander
SAN
$175B
$422K 0.06%
33,630
+3,511
JSCP icon
222
JPMorgan Short Duration Core Plus ETF
JSCP
$1.46B
$422K 0.06%
+8,911
WTRG icon
223
Essential Utilities
WTRG
$10.4B
$419K 0.06%
10,614
+740
FIX icon
224
Comfort Systems
FIX
$65.2B
$407K 0.06%
246
-84
NWSA icon
225
News Corp Class A
NWSA
$14.7B
$395K 0.05%
15,796
+4,574
7 8
9
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