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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 $4,339,417,168
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 4,463,502 $541,779,872 12.49%
2.
Vanguard Index Fds - GROWTH ETF
1,022,867 $448,424,809 10.33%
3.
Ishares Trust
 IEF 1,929,928 $216,808,177 5%
4.
Ssga Active Etf Tr
 5,293,089 $212,305,811 4.89%
5.
Schwab Strategic Trust
 FNDF 7,821,721 $191,945,035 4.42%
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)