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
101
$760K 0.03%
3,364
-123
102
$710K 0.03%
2,111
+69
103
$667K 0.03%
1,606
+121
104
$666K 0.03%
3,891
-225
105
$665K 0.03%
2,222
+107
106
$626K 0.03%
9,277
-517
107
$598K 0.03%
2,655
-113
108
$590K 0.03%
7,499
-35
109
$577K 0.03%
1,017
+43
110
$542K 0.02%
3,171
-499
111
$533K 0.02%
14,047
112
$527K 0.02%
1,771
-44
113
$523K 0.02%
2,414
+365
114
$502K 0.02%
8,501
+17
115
$497K 0.02%
11,161
+848
116
$479K 0.02%
3,502
-337,147
117
$454K 0.02%
+5,361
118
$452K 0.02%
2,766
+66
119
$447K 0.02%
4,729
+127
120
$445K 0.02%
2,432
+817
121
$438K 0.02%
8,439
-671
122
$438K 0.02%
2,521
+328
123
$431K 0.02%
7,032
124
$426K 0.02%
7,272
-214
125
$413K 0.02%
8,208
+3,357
3 4
5
6 7