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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
1
$45.5M 9.61%
138,768
+589
2
$23.1M 4.87%
295,309
+27,463
3
$18.6M 3.93%
182,700
+17,241
4
$17.8M 3.75%
29,050
+7,461
5
$16.6M 3.5%
165,232
+160,322
6
$15.2M 3.2%
345,073
+14,579
7
$14.6M 3.08%
137,196
-123,817
8
$13.3M 2.81%
310,963
+51,495
9
$12.6M 2.67%
18,988
-155
10
$12M 2.53%
167,718
+20
11
$11M 2.33%
59,169
+1,566
12
$10.9M 2.3%
204,486
+17,975
13
$8.73M 1.84%
119,967
+7,260
14
$8.43M 1.78%
14,137
-275
15
$8.21M 1.73%
15,853
-255
16
$8M 1.69%
31,430
+1,856
17
$7.94M 1.68%
160,619
+8,087
18
$7.61M 1.6%
166,890
+93,220
19
$6.75M 1.42%
134,431
+42,898
20
$6.29M 1.33%
114,701
+100,160
21
$5.8M 1.22%
72,570
-504
22
$5.68M 1.2%
118,074
+5,344
23
$5.46M 1.15%
107,969
+6,448
24
$4.84M 1.02%
104,401
+2,183
25
$4.66M 0.98%
136,789
+27,192
1
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