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
$2.23B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$33.4M
3
+$29.7M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$10.3M
5
XYZ
Block Inc
XYZ
+$8.8M

Top Sells

1
+$46.1M
2
+$40.7M
3
+$31.3M
4
AVGO icon
Broadcom
AVGO
+$10.1M
5
LOW icon
Lowe's Companies
LOW
+$5.98M

Sector Composition

1 Technology 9.43%
2 Financials 5.7%
3 Healthcare 5.07%
4 Consumer Discretionary 4.05%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$399K 0.02%
4,942
-5,486
127
$396K 0.02%
20,886
+1,194
128
$390K 0.02%
3,797
-500
129
$386K 0.02%
11,078
+41
130
$382K 0.02%
20,579
-4,014
131
$372K 0.02%
12,744
132
$363K 0.02%
22,481
133
$351K 0.02%
2,020
-767
134
$339K 0.02%
3,337
-5,207
135
$333K 0.01%
1,365
-32
136
$328K 0.01%
2,332
-106
137
$324K 0.01%
4,081
+381
138
$323K 0.01%
3,210
+494
139
$315K 0.01%
1,564
-26
140
$312K 0.01%
4,693
-470,134
141
$310K 0.01%
2,250
+320
142
$306K 0.01%
+3,894
143
$301K 0.01%
2,222
-64
144
$288K 0.01%
3,861
-44
145
$275K 0.01%
3,403
-2,325
146
$271K 0.01%
1,099
-15
147
$269K 0.01%
702
+139
148
$261K 0.01%
1,953
-168
149
$256K 0.01%
8,097
150
$249K 0.01%
+523
3 4 5
6
7