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
376
$521K 0.01%
4,712
-319
377
$520K 0.01%
10,269
-1,862
378
$518K 0.01%
2,734
+16
379
$517K 0.01%
13,917
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380
$515K 0.01%
4,535
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381
$504K 0.01%
5,245
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382
$503K 0.01%
4,307
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383
$498K 0.01%
+37,775
384
$490K 0.01%
4,604
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385
$489K 0.01%
3,548
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386
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4,901
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387
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388
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7,917
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389
$484K 0.01%
2,250
-300
390
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391
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395
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396
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7,836
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$467K 0.01%
13,480
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398
$466K 0.01%
8,753
399
$466K 0.01%
10,257
-252
400
$457K 0.01%
4,836
+1,140
14 15
16
17 18