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
401
$452K 0.01%
6,082
-1,314
402
$452K 0.01%
9,633
-225
403
$451K 0.01%
2,350
404
$450K 0.01%
4,196
-1,065
405
$449K 0.01%
1,530
+78
406
$446K 0.01%
+467
407
$446K 0.01%
23,848
+212
408
$444K 0.01%
8,337
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409
$438K 0.01%
3,096
-22
410
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1,679
-3
411
$437K 0.01%
5,167
+141
412
$437K 0.01%
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413
$434K 0.01%
7,813
-189
414
$433K 0.01%
6,661
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415
$433K 0.01%
2,575
+1
416
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417
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5,479
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-65
419
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2,540
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420
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1,568
421
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4,233
-2,256
422
$403K 0.01%
9,291
+15
423
$400K 0.01%
1,640
+2
424
$400K 0.01%
3,616
-41
425
$397K 0.01%
8,971
15 16
17
18 19