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
351
$604K 0.01%
3,043
-85
352
$595K 0.01%
10,489
-83,289
353
$594K 0.01%
17,556
+6,114
354
$593K 0.01%
2,889
+620
355
$591K 0.01%
34,217
+317
356
$590K 0.01%
6,114
-1,813
357
$589K 0.01%
24,709
+15,910
358
$586K 0.01%
13,611
+3,659
359
$579K 0.01%
+7,387
360
$578K 0.01%
2,897
+334
361
$568K 0.01%
6,587
+750
362
$565K 0.01%
16,921
-15,818
363
$553K 0.01%
54,990
-976
364
$550K 0.01%
3,113
+13
365
$549K 0.01%
2,390
366
$549K 0.01%
1,484
-74
367
$549K 0.01%
4,387
-703
368
$547K 0.01%
3,622
+189
369
$543K 0.01%
14,658
-3,139
370
$540K 0.01%
791
+15
371
$540K 0.01%
1,477
-365
372
$539K 0.01%
2,018
-85
373
$528K 0.01%
11,112
+788
374
$528K 0.01%
6,733
+476
375
$526K 0.01%
12,581
+63
13 14
15
16 17