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
76
$1.33M 0.08%
51,514
+2,918
77
$1.32M 0.08%
13,004
+226
78
$1.3M 0.08%
58,713
-3,349
79
$1.29M 0.08%
59,447
+5,355
80
$1.28M 0.08%
6,263
-68
81
$1.24M 0.08%
2,584
+512
82
$1.23M 0.08%
11,684
+1,578
83
$1.2M 0.07%
14,363
+2,739
84
$1.18M 0.07%
13,380
-518
85
$1.15M 0.07%
86,537
+8,703
86
$1.14M 0.07%
10,622
-1,598
87
$1.11M 0.07%
60,196
+7,491
88
$1.1M 0.07%
29,199
-1,484
89
$1.09M 0.07%
4,300
-163
90
$1.06M 0.07%
4,927
-119
91
$1.05M 0.07%
41,772
-40,580
92
$1.05M 0.07%
17,108
-108
93
$824K 0.05%
+49,860
94
$782K 0.05%
5,088
-285
95
$778K 0.05%
+20,879
96
$764K 0.05%
15,300
+6,762
97
$739K 0.05%
13,706
-1,230
98
$652K 0.04%
3,517
+417
99
$641K 0.04%
43,586
+8,221
100
$565K 0.04%
2,652
+665
2 3
4
5 6