SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
-3.92%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$2.18B
AUM Growth
-$48.5M
(-2.2%)
Cap. Flow
+$54.6M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
53.49%
Holding
176
New
13
Increased
68
Reduced
71
Closed
13
Top Buys
| 1 |
Procter & Gamble
PG
|
$42.4M |
| 2 |
Deere & Co
DE
|
$41.6M |
| 3 |
Morgan Stanley
MS
|
$37.7M |
| 4 |
Microsoft
MSFT
|
$30M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$24.5M |
Top Sells
| 1 |
WisdomTree International Equity Fund
DWM
|
$43.1M |
| 2 |
Walmart
WMT
|
$41.4M |
| 3 |
Honeywell
HON
|
$36.9M |
| 4 |
JPMorgan Chase
JPM
|
$33.4M |
| 5 |
Chevron
CVX
|
$18.2M |
Sector Composition
| 1 | Technology | 9.55% |
| 2 | Financials | 6.42% |
| 3 | Healthcare | 5.05% |
| 4 | Consumer Discretionary | 3.76% |
| 5 | Communication Services | 3.6% |
