SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
-0.33%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.81%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$20M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$8.62M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$8.33M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$8.08M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$7.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 7.04% |
| 2 | Financials | 5.03% |
| 3 | Energy | 4.22% |
| 4 | Technology | 3.92% |
| 5 | Consumer Discretionary | 2.53% |
