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
$721M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$26M
3
+$26M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$18.6M
5
BAC icon
Bank of America
BAC
+$15M

Top Sells

1
+$28.2M
2
+$26.3M
3
+$21.2M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$17.1M
5
TJX icon
TJX Companies
TJX
+$13.2M

Sector Composition

1 Healthcare 7.98%
2 Communication Services 7.74%
3 Financials 6.69%
4 Consumer Staples 3.71%
5 Technology 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$110K 0.02%
+4,327
152
$108K 0.02%
945
-1,745
153
$108K 0.02%
2,596
+18
154
$105K 0.01%
+2,871
155
$102K 0.01%
699
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156
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-2,918
157
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158
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159
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160
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162
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166
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4 5 6
7
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