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
76
$1.39M 0.12%
+14,039
77
$1.29M 0.11%
36,910
+511
78
$1.24M 0.11%
9,395
-708
79
$1.23M 0.11%
+14,424
80
$1.23M 0.11%
24,455
+2,036
81
$1.21M 0.11%
16,248
+1,195
82
$1.19M 0.1%
20,310
+1,633
83
$1.18M 0.1%
14,520
+1,042
84
$1.12M 0.1%
10,324
+9,146
85
$1.11M 0.1%
+39,270
86
$1.11M 0.1%
+24,184
87
$1.1M 0.1%
77,678
+15,892
88
$1.04M 0.09%
41,931
+3,034
89
$1.02M 0.09%
+26,029
90
$1.01M 0.09%
+8,365
91
$999K 0.09%
20,666
+2,070
92
$995K 0.09%
3,954
-411
93
$990K 0.09%
21,710
+4,212
94
$985K 0.09%
+38,462
95
$967K 0.09%
+8,333
96
$964K 0.09%
67,617
-3,941
97
$963K 0.09%
+16,696
98
$917K 0.08%
26,412
-153
99
$894K 0.08%
7,836
+69
100
$882K 0.08%
13,372
+1,636
2 3
4
5 6