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Home > Institutional Investor > Signature Estate & Investment Advisors Llc > Profile

Instuitional Investor - Signature Estate & Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Signature Estate & Investment Advisors Llc
Portfolio Value $3,799,359,464
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 4,328,977 $476,533,715 12.54%
2.
Vanguard Index Fds - GROWTH ETF
 886,931 $328,891,723 8.66%
3.
Ssga Active Etf Tr
 6,792,837 $273,683,392 7.2%
4.
Schwab Strategic Trust
 FNDF 7,417,222 $175,120,599 4.61%
5.
Ishares Trust
 IEF 1,897,988 $172,090,550 4.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)