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
$626M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$21.2M
3
+$12.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$11.9M
5
LOW icon
Lowe's Companies
LOW
+$11.7M

Top Sells

1
+$21.8M
2
+$21.6M
3
+$10.9M
4
AIG icon
American International
AIG
+$10.7M
5
AGN
Allergan plc
AGN
+$9.85M

Sector Composition

1 Healthcare 6.64%
2 Communication Services 6.2%
3 Consumer Staples 4.58%
4 Consumer Discretionary 4.32%
5 Financials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.04%
6,278
+3,845
102
$262K 0.04%
+4,852
103
$246K 0.04%
13,605
+325
104
$245K 0.04%
+3,420
105
$233K 0.04%
+4,555
106
$230K 0.04%
4,737
-4,297
107
$228K 0.04%
2,377
-935
108
$225K 0.04%
8,219
-173,409
109
$219K 0.04%
+6,545
110
$215K 0.03%
2,423
-63,329
111
$204K 0.03%
2,568
-1,955
112
$200K 0.03%
+1,662
113
$199K 0.03%
+5,430
114
$197K 0.03%
+3,167
115
$195K 0.03%
+502
116
$195K 0.03%
924
+355
117
$195K 0.03%
+2,926
118
$194K 0.03%
+5,218
119
$190K 0.03%
8,599
120
$187K 0.03%
4,129
+743
121
$185K 0.03%
6,435
-1,104
122
$179K 0.03%
+761
123
$177K 0.03%
+21,050
124
$177K 0.03%
1,672
+300
125
$175K 0.03%
8,097
3 4
5
6 7