SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
-7.46%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$480M
AUM Growth
+$480M
(+7.1%)
Cap. Flow
+$75.1M
Cap. Flow
% of AUM
15.65%
Top 10 Holdings %
Top 10 Hldgs %
36.24%
Holding
112
New
20
Increased
50
Reduced
30
Closed
7
Top Buys
| 1 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$34.2M |
| 2 |
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
|
$16.9M |
| 3 |
Delta Air Lines
DAL
|
$10.2M |
| 4 |
Salesforce
CRM
|
$9.91M |
| 5 |
American International
AIG
|
$9.78M |
Top Sells
| 1 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$13.9M |
| 2 |
Apple
AAPL
|
$9.34M |
| 3 |
Morgan Stanley
MS
|
$8.49M |
| 4 |
McKesson
MCK
|
$8.4M |
| 5 |
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% |
