SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.94B
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$53.3M
3
+$19.2M
4
PWR icon
Quanta Services
PWR
+$19M
5
LLY icon
Eli Lilly
LLY
+$13M

Top Sells

1
+$59.5M
2
+$54.9M
3
+$17.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.5M
5
UBER icon
Uber
UBER
+$10.6M

Sector Composition

1 Technology 14.07%
2 Financials 4.57%
3 Communication Services 4.45%
4 Consumer Discretionary 2.98%
5 Healthcare 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.02%
28,264
-14
227
$1.15M 0.02%
5,733
+27
228
$1.15M 0.02%
11,888
-21
229
$1.14M 0.02%
5,304
+25
230
$1.13M 0.02%
6,332
-200
231
$1.13M 0.02%
25,763
-619
232
$1.12M 0.02%
1,482
-39
233
$1.11M 0.02%
+43,659
234
$1.1M 0.02%
9,832
-88
235
$1.1M 0.02%
5,330
+1,091
236
$1.1M 0.02%
16,084
-1,498
237
$1.09M 0.02%
28,566
+114
238
$1.08M 0.02%
8,997
+10
239
$1.08M 0.02%
15,175
+293
240
$1.08M 0.02%
8,842
+13
241
$1.08M 0.02%
18,245
+7,336
242
$1.08M 0.02%
11,717
-2,134
243
$1.03M 0.02%
16,025
-897
244
$1.03M 0.02%
7,308
+460
245
$1.02M 0.02%
14,085
+1,672
246
$1.01M 0.02%
1,400
+102
247
$1M 0.02%
15,711
-14,686
248
$1M 0.02%
5,281
-221
249
$998K 0.02%
47,380
+562
250
$985K 0.02%
7,350
+438
8 9
10
11 12