SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
-4.95%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$2.13B
AUM Growth
+$2.13B
(+7.5%)
Cap. Flow
+$273M
Cap. Flow
% of AUM
12.83%
Top 10 Holdings %
Top 10 Hldgs %
55.49%
Holding
177
New
9
Increased
75
Reduced
61
Closed
16
Top Buys
Top Sells
| 1 |
XYZ
Block, Inc.
XYZ
|
$9.16M |
| 2 |
NextEra Energy, Inc.
NEE
|
$4.3M |
| 3 |
Amazon
AMZN
|
$3.36M |
| 4 |
McKesson
MCK
|
$2.45M |
| 5 |
Walt Disney
DIS
|
$2.06M |
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Financials | 5.84% |
| 3 | Healthcare | 4.51% |
| 4 | Consumer Discretionary | 3.78% |
| 5 | Communication Services | 3.15% |