SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
+5.58%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$4.34B
AUM Growth
+$339M
(+8.5%)
Cap. Flow
+$138M
Cap. Flow
% of AUM
3.19%
Top 10 Holdings %
Top 10 Hldgs %
51.72%
Holding
541
New
38
Increased
264
Reduced
177
Closed
20
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$84.7M |
| 2 |
Vanguard Growth ETF
VUG
|
$68.6M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$41.7M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$36M |
| 5 |
Capital Group Growth ETF
CGGR
|
$20.4M |
Top Sells
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 4.21% |
| 3 | Healthcare | 3.56% |
| 4 | Consumer Discretionary | 3.23% |
| 5 | Communication Services | 3.12% |
