SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.97B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$25.7M
3
+$25.4M
4
AVGO icon
Broadcom
AVGO
+$25.3M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$18.4M

Top Sells

1
+$96.8M
2
+$38.6M
3
+$26.1M
4
EXC icon
Exelon
EXC
+$23.1M
5
CSCO icon
Cisco
CSCO
+$22.8M

Sector Composition

1 Technology 7.86%
2 Financials 4.25%
3 Healthcare 4.01%
4 Consumer Discretionary 3.84%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K ﹤0.01%
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