SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.34B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
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
+$37.6M
3
+$31.2M
4
MCD icon
McDonald's
MCD
+$19.9M
5
EXC icon
Exelon
EXC
+$19.7M

Top Sells

1
+$34.8M
2
+$19.9M
3
+$19.2M
4
BAC icon
Bank of America
BAC
+$18.5M
5
HD icon
Home Depot
HD
+$18.3M

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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