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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
$4.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.45%
2 Financials 4.21%
3 Healthcare 3.56%
4 Consumer Discretionary 3.23%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-7,253
527
-1,498
528
-4,625
529
-7,000
530
-12,991
531
-6,691
532
-8,265
533
-6,583
534
-3,779
535
-4,948
536
-1,924
537
-13,001
538
-11,438
539
-6,331
540
-532