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
126
$174K 0.03%
+5,626
127
$167K 0.03%
6,289
-104,638
128
$166K 0.03%
+2,056
129
$166K 0.03%
+873
130
$162K 0.03%
1,069
-762
131
$162K 0.03%
4,937
+577
132
$162K 0.03%
+3,627
133
$158K 0.03%
1,613
+587
134
$158K 0.03%
+1,855
135
$157K 0.03%
18,768
+90
136
$156K 0.02%
+2,830
137
$154K 0.02%
+3,469
138
$151K 0.02%
+5,196
139
$151K 0.02%
5,733
+72
140
$148K 0.02%
+2,660
141
$147K 0.02%
1,011
+197
142
$141K 0.02%
5,333
-4,172
143
$141K 0.02%
+2,916
144
$141K 0.02%
+5,498
145
$139K 0.02%
+1,868
146
$136K 0.02%
5,342
-960
147
$135K 0.02%
2,216
-388
148
$134K 0.02%
+3,015
149
$130K 0.02%
+2,184
150
$126K 0.02%
+3,597
3 4 5
6
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