SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
+11.88%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$4.34B
AUM Growth
+$540M
(+14%)
Cap. Flow
+$170M
Cap. Flow
% of AUM
3.93%
Top 10 Holdings %
Top 10 Hldgs %
48.97%
Holding
599
New
51
Increased
286
Reduced
202
Closed
22
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$79.9M |
| 2 |
Vanguard Growth ETF
VUG
|
$59.6M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$39.1M |
| 4 |
Arista Networks
ANET
|
$35.1M |
| 5 |
Eli Lilly
LLY
|
$28.8M |
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$60.2M |
| 2 |
O'Reilly Automotive
ORLY
|
$39.5M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$32.1M |
| 4 |
Thermo Fisher Scientific
TMO
|
$25.5M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$13.4M |
Sector Composition
| 1 | Technology | 14.22% |
| 2 | Financials | 4.96% |
| 3 | Communication Services | 4.29% |
| 4 | Consumer Discretionary | 3.24% |
| 5 | Healthcare | 2.8% |
