SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.69B
1-Year Est. Return 20.21%
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$58M
3
+$57.9M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$32.8M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$32M

Top Sells

1
+$175M
2
+$82.3M
3
+$46.6M
4
CSCO icon
Cisco
CSCO
+$43.4M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$36.2M

Sector Composition

1 Technology 9.83%
2 Financials 3.79%
3 Healthcare 3.64%
4 Consumer Discretionary 3.25%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$235K 0.01%
+19,238
452
$231K 0.01%
+1,837
453
$231K 0.01%
+5,169
454
$229K 0.01%
+11,547
455
$229K 0.01%
+4,910
456
$228K 0.01%
+8,464
457
$228K 0.01%
+1,806
458
$228K 0.01%
+2,676
459
$226K 0.01%
+1,275
460
$226K 0.01%
+1,924
461
$226K 0.01%
+5,956
462
$225K 0.01%
+1,511
463
$223K 0.01%
+1,632
464
$223K 0.01%
+7,253
465
$222K 0.01%
+1,125
466
$221K 0.01%
+1,765
467
$221K 0.01%
+12,563
468
$220K 0.01%
+1,881
469
$220K 0.01%
+966
470
$217K 0.01%
+5,233
471
$217K 0.01%
+2,350
472
$216K 0.01%
+4,212
473
$216K 0.01%
2,148
+148
474
$215K 0.01%
+4,995
475
$212K 0.01%
+5,879
17 18
19
20 21