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
$683M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$12M
3 +$11.1M
4
TWX
Time Warner Inc
TWX
+$10.9M
5
APLE icon
Apple Hospitality REIT
APLE
+$5.9M

Sector Composition

1 Communication Services 7.69%
2 Healthcare 6.29%
3 Financials 4.38%
4 Consumer Staples 4.04%
5 Real Estate 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,498
177
-5,733