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
$1.61B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$80.8M
3
+$32.2M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11.1M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.16M

Top Sells

1
+$92.2M
2
+$10.9M
3
+$7.76M
4
LOW icon
Lowe's Companies
LOW
+$5.57M
5
AMZN icon
Amazon
AMZN
+$4.81M

Sector Composition

1 Technology 10.39%
2 Healthcare 4.58%
3 Financials 4.26%
4 Consumer Discretionary 3.97%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-15,861
154
– –
-7,779
155
– –
-25,365
156
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-4,112
157
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-10,364
158
– –
-11,812
159
– –
-2,532
3 4 5 6
7