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
$721M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$26M
3
+$26M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$18.6M
5
BAC icon
Bank of America
BAC
+$15M

Top Sells

1
+$28.2M
2
+$26.3M
3
+$21.2M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$17.1M
5
TJX icon
TJX Companies
TJX
+$13.2M

Sector Composition

1 Healthcare 7.98%
2 Communication Services 7.74%
3 Financials 6.69%
4 Consumer Staples 3.71%
5 Technology 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$173K 0.02%
4,480
+1,860
127
$171K 0.02%
18,954
+120
128
$167K 0.02%
5,738
-213
129
$164K 0.02%
5,712
-11,036
130
$164K 0.02%
3,218
-2,960
131
$157K 0.02%
4,213
-27,362
132
$149K 0.02%
+1,320
133
$146K 0.02%
4,740
-105
134
$143K 0.02%
3,000
135
$141K 0.02%
1,349
-300
136
$140K 0.02%
+2,032
137
$140K 0.02%
1,617
138
$137K 0.02%
1,923
-1,784
139
$136K 0.02%
+856
140
$131K 0.02%
1,683
141
$125K 0.02%
+2,771
142
$124K 0.02%
1,187
143
$120K 0.02%
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-138
144
$115K 0.02%
9,837
145
$115K 0.02%
+2,762
146
$115K 0.02%
+2,360
147
$114K 0.02%
+8,500
148
$113K 0.02%
3,129
+8
149
$111K 0.02%
4,360
-3,440
150
$110K 0.02%
526
-444
4 5
6
7 8