SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.94B
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$53.3M
3
+$19.2M
4
PWR icon
Quanta Services
PWR
+$19M
5
LLY icon
Eli Lilly
LLY
+$13M

Top Sells

1
+$59.5M
2
+$54.9M
3
+$17.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.5M
5
UBER icon
Uber
UBER
+$10.6M

Sector Composition

1 Technology 14.07%
2 Financials 4.57%
3 Communication Services 4.45%
4 Consumer Discretionary 2.98%
5 Healthcare 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.22M 0.07%
90,554
+258
127
$3.2M 0.07%
76,296
+33,351
128
$3.19M 0.07%
68,794
-25,655
129
$3.18M 0.07%
66,070
+30,728
130
$3.17M 0.07%
63,097
+32,475
131
$3.16M 0.07%
20,488
+2,377
132
$3.11M 0.07%
45,466
+10,098
133
$3.07M 0.07%
34,299
+1,801
134
$3.05M 0.07%
87,842
+5,438
135
$3.03M 0.06%
68,475
-640
136
$2.99M 0.06%
11,646
+557
137
$2.95M 0.06%
3,189
+213
138
$2.95M 0.06%
105,703
-5,481
139
$2.85M 0.06%
24,004
-1,169
140
$2.81M 0.06%
71,052
+178
141
$2.76M 0.06%
83,896
+27,065
142
$2.72M 0.06%
72,033
+25,644
143
$2.69M 0.06%
15,384
-10
144
$2.68M 0.06%
56,049
+10,700
145
$2.68M 0.06%
39,778
+17,147
146
$2.67M 0.06%
+57,896
147
$2.65M 0.06%
23,492
-391
148
$2.61M 0.06%
11,124
+85
149
$2.52M 0.05%
78,987
+18,059
150
$2.46M 0.05%
49,674
-1,581
4 5
6
7 8