SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.69B
1-Year Est. Return 20.21%
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$80.8M
3
+$32.2M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11.1M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.16M

Top Sells

1
+$92.2M
2
+$10.9M
3
+$7.76M
4
LOW icon
Lowe's Companies
LOW
+$5.57M
5
AMZN icon
Amazon
AMZN
+$4.81M

Sector Composition

1 Technology 10.39%
2 Healthcare 4.58%
3 Financials 4.26%
4 Consumer Discretionary 3.97%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.22%
82,470
-1,070
52
$3.47M 0.22%
164,773
-6,676
53
$3.47M 0.22%
60,461
-608
54
$3.46M 0.22%
42,808
-73
55
$3.28M 0.2%
106,433
+8,574
56
$3.05M 0.19%
112,708
-17,608
57
$2.98M 0.18%
105,025
-3,256,625
58
$2.88M 0.18%
41,048
+1,962
59
$2.55M 0.16%
58,613
+4,059
60
$2.27M 0.14%
6,770
-2,421
61
$2.16M 0.13%
12,709
+206
62
$2.11M 0.13%
110,132
-9,649
63
$2.06M 0.13%
34,460
+2,276
64
$1.99M 0.12%
29,496
+2,540
65
$1.84M 0.11%
10,209
-824
66
$1.51M 0.09%
6,658
-643
67
$1.5M 0.09%
4,643
-749
68
$1.5M 0.09%
4,808
-53
69
$1.47M 0.09%
19,213
+490
70
$1.45M 0.09%
12,091
+828
71
$1.44M 0.09%
19,493
-5,182
72
$1.44M 0.09%
6,676
-1,291
73
$1.43M 0.09%
14,009
+637
74
$1.41M 0.09%
13,602
+437
75
$1.4M 0.09%
5,035
+445
1 2
3
4 5