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
476
$317K 0.01%
1,643
+2
477
$316K 0.01%
+3,010
478
$315K 0.01%
+6,975
479
$315K 0.01%
+3,838
480
$312K 0.01%
8,029
481
$312K 0.01%
6,819
482
$311K 0.01%
+2,174
483
$307K 0.01%
5,753
484
$304K 0.01%
7,838
+211
485
$303K 0.01%
+12,534
486
$302K 0.01%
6,363
487
$301K 0.01%
5,878
-639
488
$301K 0.01%
10,052
489
$299K 0.01%
5,456
+125
490
$299K 0.01%
8,450
-274
491
$298K 0.01%
6,858
+4
492
$297K 0.01%
+2,145
493
$296K 0.01%
4,392
+56
494
$295K 0.01%
9,481
495
$295K 0.01%
3,690
-693
496
$295K 0.01%
5,830
497
$294K 0.01%
9,372
-84
498
$294K 0.01%
3,810
+242
499
$293K 0.01%
1,477
-43
500
$293K 0.01%
23,289
+137
18 19
20
21 22