SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
-0.42%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$448M
AUM Growth
+$448M
(+18%)
Cap. Flow
+$76.6M
Cap. Flow
% of AUM
17.11%
Top 10 Holdings %
Top 10 Hldgs %
35.8%
Holding
99
New
15
Increased
60
Reduced
16
Closed
7
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$21.3M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$19.3M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$19.2M |
| 4 |
FedEx
FDX
|
$8.41M |
| 5 |
Apple Hospitality REIT
APLE
|
$6.94M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$20.4M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$18.1M |
| 3 |
United Airlines
UAL
|
$8.21M |
| 4 |
Invesco Floating Rate Municipal Income ETF
PVI
|
$1.25M |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
$853K |
Sector Composition
| 1 | Healthcare | 10.04% |
| 2 | Technology | 5.47% |
| 3 | Consumer Discretionary | 4.99% |
| 4 | Financials | 4.95% |
| 5 | Consumer Staples | 4.68% |
