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
451
$358K 0.01%
2,406
-29
452
$355K 0.01%
1,934
-228
453
$355K 0.01%
729
-224
454
$351K 0.01%
1,642
+32
455
$350K 0.01%
8,248
456
$350K 0.01%
7,770
+21
457
$350K 0.01%
1,289
+2
458
$345K 0.01%
1,360
-271
459
$345K 0.01%
4,789
+6
460
$344K 0.01%
8,245
461
$343K 0.01%
5,034
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462
$341K 0.01%
3,359
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463
$340K 0.01%
3,387
-268
464
$339K 0.01%
3,869
-33
465
$338K 0.01%
2,323
+6
466
$337K 0.01%
+9,950
467
$336K 0.01%
1,651
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468
$334K 0.01%
6,296
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469
$328K 0.01%
5,450
+21
470
$326K 0.01%
5,289
+27
471
$325K 0.01%
4,416
+154
472
$322K 0.01%
3,402
-451
473
$322K 0.01%
1,457
+110
474
$321K 0.01%
1,706
-51
475
$318K 0.01%
1,345
-19
17 18
19
20 21