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

Top Buys

1
+$19M
2
+$17.9M
3
+$17.6M
4
DXC icon
DXC Technology
DXC
+$15.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.3M

Top Sells

1
+$17.6M
2
+$17.4M
3
+$16.8M
4
MON
Monsanto Co
MON
+$16.4M
5
META icon
Meta Platforms (Facebook)
META
+$16.1M

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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