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
$522M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$4.88M
2 +$3.27M
3 +$3.17M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.86M
5
AAPL icon
Apple
AAPL
+$2.83M

Sector Composition

1 Technology 10.35%
2 Financials 3.51%
3 Consumer Discretionary 2.74%
4 Healthcare 2.24%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FJUL icon
201
FT Vest US Equity Buffer ETF July
FJUL
$1.18B
$302K 0.06%
5,395
CCK icon
202
Crown Holdings
CCK
$11.9B
$299K 0.06%
2,903
+263
T icon
203
AT&T
T
$193B
$299K 0.06%
12,027
+328
MCD icon
204
McDonald's
MCD
$236B
$295K 0.06%
964
+45
FJAN icon
205
FT Vest US Equity Buffer ETF January
FJAN
$1.2B
$294K 0.06%
5,690
NWSA icon
206
News Corp Class A
NWSA
$13.6B
$293K 0.06%
11,222
-4,086
IVE icon
207
iShares S&P 500 Value ETF
IVE
$49.2B
$287K 0.06%
1,354
+182
WAT icon
208
Waters Corp
WAT
$30B
$284K 0.05%
748
+6
AXP icon
209
American Express
AXP
$207B
$280K 0.05%
757
+53
RS icon
210
Reliance Steel & Aluminium
RS
$15.7B
$279K 0.05%
966
+192
CGDV icon
211
Capital Group Dividend Value ETF
CGDV
$30.1B
$275K 0.05%
6,300
RRX icon
212
Regal Rexnord
RRX
$13B
$275K 0.05%
1,958
+127
XPO icon
213
XPO
XPO
$22.8B
$274K 0.05%
+2,019
NLY icon
214
Annaly Capital Management
NLY
$15.9B
$274K 0.05%
12,254
+1,704
PLTR icon
215
Palantir
PLTR
$374B
$270K 0.05%
1,518
+239
LECO icon
216
Lincoln Electric
LECO
$14.6B
$267K 0.05%
1,116
+126
ELV icon
217
Elevance Health
ELV
$62B
$266K 0.05%
+758
INTU icon
218
Intuit
INTU
$131B
$260K 0.05%
392
+60
A icon
219
Agilent Technologies
A
$32.5B
$259K 0.05%
1,902
+225
BSX icon
220
Boston Scientific
BSX
$106B
$257K 0.05%
2,699
-297
RL icon
221
Ralph Lauren
RL
$20.8B
$256K 0.05%
723
-16
APH icon
222
Amphenol
APH
$162B
$255K 0.05%
1,889
+72
JXN icon
223
Jackson Financial
JXN
$7.74B
$253K 0.05%
2,373
+102
SPMO icon
224
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$251K 0.05%
2,101
-313
LNC icon
225
Lincoln National
LNC
$6.46B
$250K 0.05%
+5,611