SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.34B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$37.6M
3
+$31.2M
4
MCD icon
McDonald's
MCD
+$19.9M
5
EXC icon
Exelon
EXC
+$19.7M

Top Sells

1
+$34.8M
2
+$19.9M
3
+$19.2M
4
BAC icon
Bank of America
BAC
+$18.5M
5
HD icon
Home Depot
HD
+$18.3M

Sector Composition

1 Healthcare 4.55%
2 Financials 4.52%
3 Technology 4.4%
4 Industrials 3.95%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.32%
37,219
+30,539
52
$3.63M 0.32%
148,044
+3,477
53
$3.56M 0.31%
44,084
+4,276
54
$3.47M 0.31%
44,482
-1,852
55
$3.2M 0.28%
59,494
+8,013
56
$3.18M 0.28%
57,846
-3,712
57
$3.18M 0.28%
225,763
+4,658
58
$3.11M 0.28%
67,927
+4,319
59
$3.02M 0.27%
29,820
+1,321
60
$2.93M 0.26%
+163,048
61
$2.86M 0.25%
23,872
-1,442
62
$2.78M 0.25%
65,349
+30,177
63
$2.64M 0.23%
+36,225
64
$2.53M 0.22%
15,674
+2,336
65
$2.07M 0.18%
13,744
-258
66
$1.95M 0.17%
20,488
-808
67
$1.83M 0.16%
+40,265
68
$1.77M 0.16%
59,338
-3,386
69
$1.63M 0.14%
53,389
-1,281
70
$1.57M 0.14%
+56,508
71
$1.56M 0.14%
22,503
+3,026
72
$1.51M 0.13%
21,864
+2,660
73
$1.44M 0.13%
30,088
+4,544
74
$1.43M 0.13%
+15,972
75
$1.41M 0.12%
37,605
-707
1 2
3
4 5