SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.97B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$229M
2 +$13.9M
3 +$9.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.48M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.23M

Top Sells

1 +$9.16M
2 +$4.65M
3 +$3.76M
4
MCK icon
McKesson
MCK
+$2.5M
5
DIS icon
Walt Disney
DIS
+$2.34M

Sector Composition

1 Technology 6.66%
2 Financials 5.84%
3 Healthcare 4.51%
4 Consumer Discretionary 3.78%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,062
177
-148,976