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
76
$1.63M 0.07%
4,620
-6
77
$1.53M 0.07%
5,759
-37
78
$1.53M 0.07%
10,212
+87
79
$1.48M 0.07%
53,310
+878
80
$1.46M 0.07%
10,506
-68
81
$1.42M 0.06%
25,582
-264
82
$1.4M 0.06%
24,465
+550
83
$1.39M 0.06%
47,390
+20,190
84
$1.36M 0.06%
5,227
+337
85
$1.34M 0.06%
31,840
-14,375
86
$1.31M 0.06%
12,507
-264
87
$1.28M 0.06%
4,543
+185
88
$1.27M 0.06%
59,912
89
$1.26M 0.06%
60,836
-4,351
90
$1.18M 0.05%
6,956
91
$1.04M 0.05%
6,061
+905
92
$990K 0.04%
+30,047
93
$976K 0.04%
15,958
+826
94
$841K 0.04%
12,772
+242
95
$798K 0.04%
7,401
+488
96
$797K 0.04%
1,587
-34
97
$796K 0.04%
1,716
+5
98
$796K 0.04%
6,840
+494
99
$782K 0.04%
+9,022
100
$779K 0.03%
3,876
2 3
4
5 6