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
$2.23B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$33.4M
3
+$29.7M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$10.3M
5
XYZ
Block Inc
XYZ
+$8.8M

Top Sells

1
+$46.1M
2
+$40.7M
3
+$31.3M
4
AVGO icon
Broadcom
AVGO
+$10.1M
5
LOW icon
Lowe's Companies
LOW
+$5.98M

Sector Composition

1 Technology 9.43%
2 Financials 5.7%
3 Healthcare 5.07%
4 Consumer Discretionary 4.05%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34M 1.53%
210,489
+54,456
27
$32.3M 1.45%
219,232
-1,805
28
$26.8M 1.2%
83,379
-2,308
29
$16.4M 0.73%
48,633
+351
30
$15.8M 0.71%
309,163
+511
31
$15.1M 0.68%
484,138
+12,935
32
$14.3M 0.64%
344,922
+29,596
33
$13.5M 0.61%
350,475
+8,691
34
$11.7M 0.52%
69,482
-241,986
35
$11.4M 0.51%
122,383
+5,235
36
$11M 0.49%
54,216
+4,091
37
$10.9M 0.49%
261,583
-21,988
38
$10.1M 0.45%
162,646
+19,399
39
$9.13M 0.41%
184,686
+5,645
40
$8.15M 0.37%
172,105
+4,681
41
$7.09M 0.32%
83,666
+2,637
42
$6.44M 0.29%
145,274
-1,993
43
$5.53M 0.25%
66,134
-3,731
44
$5.45M 0.24%
95,715
+180
45
$5.36M 0.24%
47,842
-103
46
$4.98M 0.22%
43,674
+19,688
47
$4.69M 0.21%
142,792
-283
48
$4.63M 0.21%
73,094
+2,470
49
$4.58M 0.21%
64,484
-2,107
50
$4.53M 0.2%
152,994
+13,604
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