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
$3.02B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.6M
3
+$9.81M
4
MET icon
MetLife
MET
+$6.48M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.5M

Top Sells

1
+$12.9M
2
+$7.99M
3
+$7.34M
4
AAPL icon
Apple
AAPL
+$7.28M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$6.83M

Sector Composition

1 Technology 6.4%
2 Financials 4.9%
3 Healthcare 3.69%
4 Consumer Discretionary 3.31%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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186
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4 5 6 7
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