SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
+2.31%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$3.99B
AUM Growth
-$342M
(-7.9%)
Cap. Flow
-$368M
Cap. Flow
% of AUM
-9.21%
Top 10 Holdings %
Top 10 Hldgs %
49.48%
Holding
570
New
49
Increased
288
Reduced
172
Closed
33
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$46.2M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$20.1M |
| 3 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$18.9M |
| 4 |
Uber
UBER
|
$9.13M |
| 5 |
Capital Group Core Bond ETF
CGCB
|
$4.39M |
Top Sells
Sector Composition
| 1 | Technology | 11.35% |
| 2 | Financials | 4.9% |
| 3 | Consumer Discretionary | 3.98% |
| 4 | Healthcare | 3.83% |
| 5 | Communication Services | 3.66% |
