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
$3.02B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.6M
3
+$9.81M
4
MET icon
MetLife
MET
+$6.48M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.5M

Top Sells

1
+$12.9M
2
+$7.99M
3
+$7.34M
4
AAPL icon
Apple
AAPL
+$7.28M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$6.83M

Sector Composition

1 Technology 6.4%
2 Financials 4.9%
3 Healthcare 3.69%
4 Consumer Discretionary 3.31%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.69M 0.16%
66,592
-336
52
$4.57M 0.15%
158,605
+15,225
53
$4.45M 0.15%
44,630
+3,206
54
$4.37M 0.14%
58,282
+252
55
$4.37M 0.14%
40,760
+1,161
56
$4.23M 0.14%
134,886
-8,622
57
$3.99M 0.13%
57,996
-643
58
$3.84M 0.13%
53,610
-1,985
59
$3.58M 0.12%
84,363
-3,014
60
$3.25M 0.11%
7,322
-673
61
$2.93M 0.1%
55,911
+46,572
62
$2.74M 0.09%
14,796
+700
63
$2.71M 0.09%
25,055
-4,055
64
$2.69M 0.09%
24,151
+911
65
$2.65M 0.09%
26,862
+726
66
$2.55M 0.08%
+34,996
67
$2.53M 0.08%
17,705
+620
68
$2.51M 0.08%
12,111
+565
69
$2.5M 0.08%
13,614
+1,579
70
$2.44M 0.08%
11,596
+819
71
$2.44M 0.08%
11,062
-102
72
$2.4M 0.08%
+17,292
73
$2.35M 0.08%
17,772
+1,165
74
$2.34M 0.08%
6,854
+247
75
$2.28M 0.08%
10,136
+2,556
1 2
3
4 5