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
$1.61B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$80.8M
3
+$32.2M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11.1M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.16M

Top Sells

1
+$92.2M
2
+$10.9M
3
+$7.76M
4
LOW icon
Lowe's Companies
LOW
+$5.57M
5
AMZN icon
Amazon
AMZN
+$4.81M

Sector Composition

1 Technology 10.39%
2 Healthcare 4.58%
3 Financials 4.26%
4 Consumer Discretionary 3.97%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.02%
8,570
+1,137
127
$297K 0.02%
2,134
+178
128
$291K 0.02%
8,101
129
$283K 0.02%
7,439
130
$276K 0.02%
3,185
-431
131
$265K 0.02%
5,113
-1,050
132
$247K 0.02%
+2,266
133
$247K 0.02%
7,534
-2,710
134
$247K 0.02%
37,043
+24,600
135
$239K 0.01%
+1,210
136
$229K 0.01%
+16,960
137
$229K 0.01%
1,649
+84
138
$222K 0.01%
+626
139
$220K 0.01%
+1,240
140
$216K 0.01%
1,855
-4,709
141
$216K 0.01%
22,481
-1,572
142
$213K 0.01%
+2,690
143
$211K 0.01%
2,000
-972
144
$206K 0.01%
+8,544
145
$206K 0.01%
+4,167
146
$204K 0.01%
+2,457
147
$204K 0.01%
+3,637
148
$97K 0.01%
12,715
149
$52K ﹤0.01%
13,056
+2,074
150
$11K ﹤0.01%
98,000
3 4 5
6
7