SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.97B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.34B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$53.7M
3
+$35.5M
4
ANET icon
Arista Networks
ANET
+$29.6M
5
LLY icon
Eli Lilly
LLY
+$28.7M

Top Sells

1
+$59.6M
2
+$40M
3
+$31.5M
4
TMO icon
Thermo Fisher Scientific
TMO
+$26.3M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$12.7M

Sector Composition

1 Technology 14.22%
2 Financials 4.96%
3 Communication Services 4.29%
4 Consumer Discretionary 3.24%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$351K 0.01%
8,003
427
$348K 0.01%
4,383
-8,224
428
$348K 0.01%
13,054
+108
429
$348K 0.01%
5,678
+705
430
$347K 0.01%
2,017
-32,625
431
$346K 0.01%
2,172
+16
432
$342K 0.01%
1,506
+33
433
$342K 0.01%
3,830
-720
434
$341K 0.01%
861
+13
435
$341K 0.01%
12,385
436
$340K 0.01%
6,970
+37
437
$337K 0.01%
9,456
-976
438
$336K 0.01%
7,749
+27
439
$335K 0.01%
13,624
-2,617
440
$334K 0.01%
4,783
+32
441
$334K 0.01%
8,248
442
$333K 0.01%
+6,517
443
$332K 0.01%
5,665
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444
$332K 0.01%
3,696
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445
$330K 0.01%
8,245
446
$322K 0.01%
2,523
+18
447
$321K 0.01%
+1,569
448
$320K 0.01%
3,585
+816
449
$318K 0.01%
1,757
-27
450
$314K 0.01%
9,635
-845
16 17
18
19 20