SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.94B
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$53.3M
3
+$19.2M
4
PWR icon
Quanta Services
PWR
+$19M
5
LLY icon
Eli Lilly
LLY
+$13M

Top Sells

1
+$59.5M
2
+$54.9M
3
+$17.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.5M
5
UBER icon
Uber
UBER
+$10.6M

Sector Composition

1 Technology 14.07%
2 Financials 4.57%
3 Communication Services 4.45%
4 Consumer Discretionary 2.98%
5 Healthcare 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.77M 0.04%
20,857
-539
177
$1.77M 0.04%
6,260
+44
178
$1.76M 0.04%
49,147
-7,172
179
$1.75M 0.04%
6,271
-53
180
$1.75M 0.04%
4,926
-165
181
$1.74M 0.04%
25,689
-54
182
$1.74M 0.04%
10,731
+69
183
$1.74M 0.04%
19,925
+693
184
$1.71M 0.04%
63,591
+2,323
185
$1.7M 0.04%
5,780
-1
186
$1.69M 0.04%
27,003
-236
187
$1.67M 0.04%
18,851
-674
188
$1.66M 0.04%
21,378
-1,829
189
$1.63M 0.03%
10,492
-4,230
190
$1.58M 0.03%
12,076
+38
191
$1.57M 0.03%
53,444
-474
192
$1.53M 0.03%
5,075
+171
193
$1.5M 0.03%
49,259
-24
194
$1.5M 0.03%
6,345
+21
195
$1.49M 0.03%
42,887
+3,150
196
$1.49M 0.03%
19,604
+2,256
197
$1.49M 0.03%
10,786
+1,390
198
$1.48M 0.03%
28,050
199
$1.46M 0.03%
+34,230
200
$1.41M 0.03%
11,783
+177
6 7
8
9 10