SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
+2.45%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$4B
AUM Growth
+$458M
(+13%)
Cap. Flow
+$401M
Cap. Flow
% of AUM
10.03%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
509
New
333
Increased
125
Reduced
36
Closed
6
Top Buys
Top Sells
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$175M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$82.3M |
| 3 |
Deere & Co
DE
|
$46.6M |
| 4 |
Cisco
CSCO
|
$43.4M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$36.2M |
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Financials | 3.79% |
| 3 | Healthcare | 3.64% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Communication Services | 3.23% |
