SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
+7.02%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$1.64B
AUM Growth
+$130M
(+8.7%)
Cap. Flow
+$40.3M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
46.82%
Holding
169
New
18
Increased
57
Reduced
76
Closed
9
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$48.3M |
| 2 |
Lowe's Companies
LOW
|
$26.6M |
| 3 |
Applied Materials
AMAT
|
$25.7M |
| 4 |
Booking.com
BKNG
|
$24M |
| 5 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$15.7M |
Top Sells
| 1 |
McDonald's
MCD
|
$24.2M |
| 2 |
Oracle
ORCL
|
$24M |
| 3 |
Amazon
AMZN
|
$23.9M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$18.6M |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
$16.6M |
Sector Composition
| 1 | Technology | 8.07% |
| 2 | Healthcare | 4.32% |
| 3 | Financials | 4.19% |
| 4 | Communication Services | 3.44% |
| 5 | Consumer Discretionary | 3.31% |
