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
$2.23B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$33.4M
3
+$29.7M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$10.3M
5
XYZ
Block Inc
XYZ
+$8.8M

Top Sells

1
+$46.1M
2
+$40.7M
3
+$31.3M
4
AVGO icon
Broadcom
AVGO
+$10.1M
5
LOW icon
Lowe's Companies
LOW
+$5.98M

Sector Composition

1 Technology 9.43%
2 Financials 5.7%
3 Healthcare 5.07%
4 Consumer Discretionary 4.05%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.19%
37,636
+653
52
$4.25M 0.19%
52,075
-2,248
53
$3.99M 0.18%
8,407
+1,885
54
$3.25M 0.15%
38,139
+1,579
55
$3.24M 0.15%
29,246
+1,615
56
$3.15M 0.14%
73,355
+4,053
57
$2.87M 0.13%
11,897
-916
58
$2.6M 0.12%
12,719
+836
59
$2.6M 0.12%
18,466
-2,155
60
$2.56M 0.11%
3,827
+158
61
$2.51M 0.11%
18,422
+793
62
$2.51M 0.11%
14,393
+1,030
63
$2.48M 0.11%
+9,185
64
$2.46M 0.11%
26,910
+1,842
65
$2.39M 0.11%
68,467
+3,407
66
$2.37M 0.11%
20,554
+1,244
67
$2.35M 0.11%
49,673
+2,772
68
$2.29M 0.1%
+17,718
69
$2.21M 0.1%
5,865
+548
70
$2.17M 0.1%
29,036
+3,268
71
$2.17M 0.1%
97,386
+11,121
72
$2.1M 0.09%
3,179
-303
73
$1.98M 0.09%
4,976
-7
74
$1.92M 0.09%
7,538
-221
75
$1.64M 0.07%
3,587
-28
1 2
3
4 5