SEIA
Signature Estate & Investment Advisors Portfolio holdings
AUM
$4.34B
This Quarter Return
+2.17%
1 Year Return
+17.04%
3 Year Return
+55.02%
5 Year Return
+85.29%
10 Year Return
+182.83%
AUM
$255M
AUM Growth
+$255M
(+26%)
Cap. Flow
+$50M
Cap. Flow
% of AUM
19.6%
Top 10 Holdings %
Top 10 Hldgs %
51.25%
Holding
65
New
11
Increased
39
Reduced
10
Closed
5
Top Buys
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$10.6M |
| 2 |
Chubb
CB
|
$4.6M |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$4.36M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$2.79M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.26M |
Sector Composition
| 1 | Healthcare | 6.43% |
| 2 | Technology | 4.27% |
| 3 | Energy | 4.26% |
| 4 | Financials | 4.18% |
| 5 | Materials | 2.09% |
