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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
$426M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$4.46M
3
+$4.13M
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$3.86M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.27M

Top Sells

1
+$1.84M
2
+$1.69M
3
+$1.46M
4
CHGX
AXS Change Finance ESG ETF
CHGX
+$1.19M
5
DFSB icon
Dimensional Global Sustainability Fixed Income ETF
DFSB
+$522K

Sector Composition

1 Technology 10.09%
2 Financials 3.98%
3 Consumer Discretionary 3.05%
4 Industrials 2.31%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42M 9.86%
138,179
+2,018
2
$27.3M 6.4%
261,013
+20,723
3
$20.7M 4.86%
267,846
+35,790
4
$16.7M 3.92%
165,459
+38,512
5
$14.4M 3.38%
330,494
-39,417
6
$12.3M 2.88%
21,589
+4,050
7
$11.8M 2.78%
19,143
+13,167
8
$11.3M 2.65%
167,698
+277
9
$10.5M 2.47%
259,468
+107,657
10
$9.78M 2.3%
186,511
-10,114
11
$9.1M 2.14%
57,603
+3,023
12
$9.04M 2.12%
184,335
+57,042
13
$8.16M 1.92%
14,412
+8,317
14
$8.01M 1.88%
16,108
+2,502
15
$7.55M 1.77%
152,532
+21,333
16
$7.03M 1.65%
112,707
+14,377
17
$6.2M 1.46%
276,894
-81,969
18
$6.07M 1.42%
29,574
+798
19
$5.48M 1.29%
93,522
+10,677
20
$5.37M 1.26%
112,730
-5,879
21
$5.34M 1.25%
73,074
-5,316
22
$5.14M 1.21%
101,521
+6,992
23
$4.52M 1.06%
91,533
+6,576
24
$4.35M 1.02%
102,218
+74,968
25
$3.91M 0.92%
155,199
-8,313
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