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
51
$11.7M 0.25%
+143,711
52
$10.9M 0.23%
18,601
+225
53
$10.8M 0.23%
73,854
+13
54
$10.7M 0.23%
45,626
+3,444
55
$10.5M 0.22%
208,170
+20,143
56
$10.4M 0.22%
42,008
+6,241
57
$10.4M 0.22%
21,384
-706
58
$9.84M 0.21%
251,116
+19,159
59
$9.78M 0.21%
232,617
+14,365
60
$9.73M 0.21%
118,536
+4,587
61
$9.54M 0.2%
78,998
-609
62
$9.28M 0.2%
18,933
+405
63
$8.7M 0.19%
370,712
+8,701
64
$8.65M 0.18%
147,274
-27
65
$8.48M 0.18%
328,194
+3,125
66
$8.44M 0.18%
47,380
+45,941
67
$8.44M 0.18%
16,781
+60
68
$8.16M 0.17%
10,929
+191
69
$7.93M 0.17%
232,193
+8,545
70
$7.7M 0.16%
101,541
+2,372
71
$7.5M 0.16%
23,773
+357
72
$7.33M 0.16%
106,067
-1,925
73
$7.24M 0.15%
70,118
-5,161
74
$6.94M 0.15%
28,486
-499
75
$6.88M 0.15%
83,533
+2,325
1 2
3
4 5