SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
-17.06%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$1.26B
AUM Growth
+$1.26B
(-23%)
Cap. Flow
-$77.9M
Cap. Flow
% of AUM
-6.21%
Top 10 Holdings %
Top 10 Hldgs %
47.01%
Holding
173
New
13
Increased
49
Reduced
65
Closed
42
Top Buys
Top Sells
| 1 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
$46.7M |
| 2 |
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
|
$39.8M |
| 3 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$32.6M |
| 4 |
Comcast
CMCSA
|
$27.2M |
| 5 |
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% |
