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
501
$292K 0.01%
1,526
+3
502
$292K 0.01%
5,283
+197
503
$291K 0.01%
2,671
+25
504
$291K 0.01%
2,180
+43
505
$288K 0.01%
+6,472
506
$286K 0.01%
3,525
+5
507
$284K 0.01%
10,027
-42
508
$283K 0.01%
11,879
-69,526
509
$282K 0.01%
3,100
+9
510
$282K 0.01%
9,836
-20
511
$280K 0.01%
8,990
+86
512
$274K 0.01%
2,880
-685
513
$274K 0.01%
7,900
514
$273K 0.01%
1,009
-609
515
$271K 0.01%
6,908
-203,212
516
$267K 0.01%
1,326
-31
517
$267K 0.01%
247
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518
$266K 0.01%
5,834
-2,169
519
$266K 0.01%
1,077
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520
$265K 0.01%
1,555
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521
$264K 0.01%
2,264
522
$263K 0.01%
2,813
-772
523
$262K 0.01%
2,886
+5
524
$260K 0.01%
5,189
525
$259K 0.01%
13,224
19 20
21
22 23