SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
1-Year Return
17.04%
This Quarter Return
+5.59%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$979M
AUM Growth
+$82.5M
(+9.2%)
Cap. Flow
+$38.5M
Cap. Flow
% of AUM
3.93%
Top 10 Holdings %
Top 10 Hldgs %
40.06%
Holding
168
New
22
Increased
80
Reduced
49
Closed
9
Top Buys
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$17.6M |
| 2 |
MetLife
MET
|
$15.6M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$8.76M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7M |
| 5 |
CBA
ClearBridge American Energy MLP
CBA
|
$5.53M |
Top Sells
Sector Composition
| 1 | Financials | 8.29% |
| 2 | Healthcare | 4.34% |
| 3 | Consumer Discretionary | 4.31% |
| 4 | Consumer Staples | 4% |
| 5 | Communication Services | 3.84% |
