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
526
$257K 0.01%
1,445
+7
527
$257K 0.01%
3,022
+13
528
$257K 0.01%
1,314
+1
529
$256K 0.01%
6,813
-357
530
$256K 0.01%
2,018
+38
531
$253K 0.01%
6,735
+18
532
$252K 0.01%
1,248
-54
533
$251K 0.01%
1,385
-35
534
$251K 0.01%
1,429
-33,650
535
$250K 0.01%
527
-93
536
$249K 0.01%
12,036
537
$249K 0.01%
6,834
-78
538
$249K 0.01%
1,829
-38
539
$248K 0.01%
12,607
540
$246K 0.01%
702
+1
541
$244K 0.01%
4,426
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542
$241K 0.01%
1,411
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543
$240K 0.01%
1,994
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544
$238K 0.01%
+5,130
545
$237K 0.01%
11,615
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546
$236K 0.01%
+2,354
547
$235K 0.01%
+8,774
548
$233K 0.01%
2,451
-204
549
$233K 0.01%
6,727
550
$232K ﹤0.01%
+5,687
20 21
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