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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
201
$252K 0.05%
765
-427
202
$250K 0.05%
886
-62
203
$249K 0.05%
+302
204
$247K 0.05%
1,120
+245
205
$246K 0.05%
3,974
+555
206
$242K 0.05%
885
+50
207
$242K 0.05%
1,172
208
$242K 0.05%
+5,598
209
$237K 0.05%
9,296
+1
210
$235K 0.05%
+758
211
$234K 0.05%
704
+24
212
$234K 0.05%
+990
213
$233K 0.05%
+1,279
214
$232K 0.05%
+4,941
215
$232K 0.05%
2,790
-331
216
$232K 0.05%
739
-24
217
$230K 0.05%
2,271
-126
218
$229K 0.05%
1,713
-168
219
$226K 0.05%
332
-159
220
$225K 0.05%
+1,817
221
$225K 0.05%
5,636
-1,363
222
$225K 0.05%
3,164
-562
223
$224K 0.05%
2,290
-34
224
$223K 0.05%
2,679
+71
225
$222K 0.05%
+466
7 8
9
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