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
$989M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$18.8M
3
+$17.4M
4
DXC icon
DXC Technology
DXC
+$15.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.7M

Top Sells

1
+$18.1M
2
+$17.9M
3
+$17.7M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$17.6M
5
MON
Monsanto Co
MON
+$16.9M

Sector Composition

1 Financials 9.2%
2 Healthcare 4.73%
3 Consumer Discretionary 4.46%
4 Technology 4.29%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
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