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
$1.13B
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$39.4M
3
+$31.9M
4
AAPL icon
Apple
AAPL
+$22.1M
5
PLD icon
Prologis
PLD
+$21.2M

Top Sells

1
+$38M
2
+$20.7M
3
+$20.4M
4
HLT icon
Hilton Worldwide
HLT
+$20M
5
HD icon
Home Depot
HD
+$19.1M

Sector Composition

1 Healthcare 4.55%
2 Financials 4.52%
3 Technology 4.4%
4 Industrials 3.95%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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