SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.94B
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$53.3M
3
+$19.2M
4
PWR icon
Quanta Services
PWR
+$19M
5
LLY icon
Eli Lilly
LLY
+$13M

Top Sells

1
+$59.5M
2
+$54.9M
3
+$17.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.5M
5
UBER icon
Uber
UBER
+$10.6M

Sector Composition

1 Technology 14.07%
2 Financials 4.57%
3 Communication Services 4.45%
4 Consumer Discretionary 2.98%
5 Healthcare 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.42M 0.05%
26,440
+1,044
152
$2.35M 0.05%
20,525
-71,042
153
$2.33M 0.05%
39,944
+12,144
154
$2.24M 0.05%
22,295
-222
155
$2.23M 0.05%
7,920
+2,869
156
$2.18M 0.05%
3,582
-266
157
$2.17M 0.05%
66,258
+4,860
158
$2.17M 0.05%
7,053
+313
159
$2.17M 0.05%
77,376
+201
160
$2.14M 0.05%
35,606
-942
161
$2.1M 0.04%
100,557
+12,006
162
$2.05M 0.04%
7,251
-291
163
$2.04M 0.04%
75,680
+894
164
$2.03M 0.04%
10,964
+303
165
$1.99M 0.04%
62,070
+8,847
166
$1.95M 0.04%
+53,794
167
$1.92M 0.04%
11,577
+21
168
$1.91M 0.04%
36,545
+247
169
$1.91M 0.04%
+101,676
170
$1.88M 0.04%
59,536
-1,636
171
$1.88M 0.04%
26,845
-1,143
172
$1.85M 0.04%
6,611
-101
173
$1.81M 0.04%
7,312
-481
174
$1.79M 0.04%
63,550
+23,506
175
$1.78M 0.04%
60,068
-1,457
5 6
7
8 9