Signature Estate & Investment Advisors LLC
CIK Number: 0001079935
3.79B
Market Value
520
# of Holdings
8 months
Avg. Holding Period
34.12%
Win Rate
25.78%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Sachs A... | 117.38 | -0.03% | 4.25M | +0.48% | 489.75M | 67.27 | 12.27% |
| 2 | VUG | Vanguard Growth... | 420.94 | +0.42% | 859.04K | -4.28% | 352.59M | 257.7 | 8.83% |
| 3 | TOTL | SPDR DoubleLine... | 39.72 | +0.58% | 6.49M | -13.42% | 255.56M | 40.3 | 6.40% |
| 4 | FNDX | Schwab Fundamen... | 23.80 | -0.29% | 10.39M | +225.01% | 246.02M | 19.69 | 6.16% |
| 5 | IGM | iShares Expande... | 105.40 | +0.69% | 1.86M | +0.02% | 189.42M | 60.35 | 4.74% |
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