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
$1.26B
AUM Growth
-$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$29.7M
3
+$25.6M
4
AMZN icon
Amazon
AMZN
+$22.7M
5
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$7.68M

Top Sells

1
+$46.7M
2
+$40.8M
3
+$39.3M
4
CMCSA icon
Comcast
CMCSA
+$27.2M
5
BKNG icon
Booking.com
BKNG
+$24M

Sector Composition

1 Technology 10.32%
2 Healthcare 4.75%
3 Financials 4.21%
4 Consumer Discretionary 3.67%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
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