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
551
$232K ﹤0.01%
802
-10
552
$228K ﹤0.01%
4,718
+14
553
$226K ﹤0.01%
5,504
554
$225K ﹤0.01%
4,985
-861
555
$222K ﹤0.01%
+1,832
556
$222K ﹤0.01%
5,071
557
$221K ﹤0.01%
2,031
-316
558
$221K ﹤0.01%
1,722
+8
559
$219K ﹤0.01%
+2,438
560
$219K ﹤0.01%
1,962
-6
561
$219K ﹤0.01%
10,287
+83
562
$218K ﹤0.01%
610
-2
563
$214K ﹤0.01%
2,593
-461
564
$212K ﹤0.01%
+1,912
565
$212K ﹤0.01%
+1,392
566
$211K ﹤0.01%
4,815
-332
567
$211K ﹤0.01%
1,524
-153
568
$210K ﹤0.01%
8,037
-912
569
$208K ﹤0.01%
2,848
+102
570
$207K ﹤0.01%
3,479
-157
571
$207K ﹤0.01%
1,998
-31
572
$205K ﹤0.01%
+3,929
573
$205K ﹤0.01%
+1,850
574
$204K ﹤0.01%
2,667
-49
575
$203K ﹤0.01%
+2,272
21 22
23
24 25