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
$480M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$16.9M
3
+$10.2M
4
CRM icon
Salesforce
CRM
+$9.9M
5
AIG icon
American International
AIG
+$9.78M

Top Sells

1
+$13.9M
2
+$9.34M
3
+$8.49M
4
MCK icon
McKesson
MCK
+$8.4M
5
LNC icon
Lincoln National
LNC
+$8.32M

Sector Composition

1 Healthcare 8.96%
2 Consumer Staples 4.83%
3 Consumer Discretionary 4.77%
4 Technology 4.76%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$117K 0.02%
+1,163
102
$109K 0.02%
2,497
+267
103
$107K 0.02%
1,152
+57
104
$103K 0.02%
+2,610
105
$30K 0.01%
+11,000
106
– –
-17,223
107
– –
-7,391
108
– –
-25,428
109
– –
-9,005
110
– –
-1,451
111
– –
-1,806
112
– –
-5,154
1 2 3 4
5