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
$1.51B
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$10.1M
3
+$6.08M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.13M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$4.29M

Top Sells

1
+$32.3M
2
+$20.3M
3
+$5.35M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$4.48M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.96M

Sector Composition

1 Technology 5.71%
2 Healthcare 4.07%
3 Financials 4.06%
4 Consumer Discretionary 3.7%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.02%
2,609
+120
127
$342K 0.02%
4,372
-84
128
$328K 0.02%
4,997
+917
129
$322K 0.02%
886
130
$322K 0.02%
2,362
-2,787
131
$294K 0.02%
4,544
+292
132
$277K 0.02%
3,437
-4,335
133
$277K 0.02%
+11,057
134
$270K 0.02%
2,048
135
$257K 0.02%
2,937
136
$249K 0.02%
4,437
+98
137
$236K 0.02%
4,295
-4,315
138
$236K 0.02%
+1,843
139
$228K 0.02%
+599
140
$227K 0.02%
19,458
-3,096
141
$225K 0.01%
+14,022
142
$221K 0.01%
4,658
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143
$221K 0.01%
8,097
144
$220K 0.01%
2,365
-1,848
145
$216K 0.01%
5,259
-310
146
$215K 0.01%
+1,118
147
$209K 0.01%
7,757
148
$203K 0.01%
2,933
-3,097
149
$202K 0.01%
+2,401
150
$202K 0.01%
520
+24
3 4 5
6
7