SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
+2.33%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$1.06B
AUM Growth
+$1.06B
(+7.3%)
Cap. Flow
+$72.5M
Cap. Flow
% of AUM
6.83%
Top 10 Holdings %
Top 10 Hldgs %
44.33%
Holding
167
New
20
Increased
72
Reduced
57
Closed
7
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$54.6M |
| 2 |
Home Depot
HD
|
$18.8M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$9.7M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.96M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.84M |
Top Sells
| 1 |
Carnival Corp
CCL
|
$16.1M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$10.4M |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$4.9M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.14M |
| 5 |
Vanguard Value ETF
VTV
|
$3.7M |
Sector Composition
| 1 | Financials | 8.94% |
| 2 | Healthcare | 4.84% |
| 3 | Consumer Discretionary | 4.33% |
| 4 | Technology | 4.31% |
| 5 | Consumer Staples | 4.09% |
