SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
+3.22%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$626M
AUM Growth
+$626M
(+2.6%)
Cap. Flow
+$7.02M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
42.26%
Holding
168
New
44
Increased
58
Reduced
57
Closed
7
Top Buys
| 1 |
FXEU
PowerShares Europe Currency Hedged Low Volatility Portfolio
FXEU
|
$23.1M |
| 2 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$21.2M |
| 3 |
Danaher
DHR
|
$12.4M |
| 4 |
Thermo Fisher Scientific
TMO
|
$11.9M |
| 5 |
Lowe's Companies
LOW
|
$11.7M |
Top Sells
| 1 |
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
|
$21.8M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$21.6M |
| 3 |
Nike
NKE
|
$10.9M |
| 4 |
American International
AIG
|
$10.7M |
| 5 |
AGN
Allergan plc
AGN
|
$9.85M |
Sector Composition
| 1 | Healthcare | 6.64% |
| 2 | Communication Services | 6.2% |
| 3 | Consumer Staples | 4.58% |
| 4 | Consumer Discretionary | 4.32% |
| 5 | Financials | 4.24% |
