SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
-0.43%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$610M
AUM Growth
+$30.8M
(+5.3%)
Cap. Flow
+$40.2M
Cap. Flow
% of AUM
6.59%
Top 10 Holdings %
Top 10 Hldgs %
41.72%
Holding
134
New
12
Increased
67
Reduced
42
Closed
10
Top Buys
| 1 |
iShares Expanded Tech Sector ETF
IGM
|
$23.8M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$12.5M |
| 3 |
AT&T
T
|
$12.4M |
| 4 |
GE Aerospace
GE
|
$11.8M |
| 5 |
Meta Platforms (Facebook)
META
|
$11.7M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$19.8M |
| 2 |
Newell Brands
NWL
|
$12.9M |
| 3 |
Costco
COST
|
$12.3M |
| 4 |
FedEx
FDX
|
$11.7M |
| 5 |
Amgen
AMGN
|
$11M |
Sector Composition
| 1 | Communication Services | 5.95% |
| 2 | Financials | 5.79% |
| 3 | Healthcare | 4.56% |
| 4 | Consumer Discretionary | 4.39% |
| 5 | Consumer Staples | 4.3% |
