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
$2.85B
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$67M
3
+$49.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$17.9M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$14.3M

Top Sells

1
+$137M
2
+$77.2M
3
+$69.7M
4
BND icon
Vanguard Total Bond Market
BND
+$37.5M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$37.3M

Sector Composition

1 Technology 6.39%
2 Financials 4.84%
3 Healthcare 3.6%
4 Consumer Discretionary 3.24%
5 Communication Services 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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