SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.72%
This Quarter Est. Return
1 Year Est. Return
+8.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$26.4M
3
+$24.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$23.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.12%
2 Financials 10.85%
3 Healthcare 8.23%
4 Consumer Discretionary 6.05%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.27M 0.12%
+25,787
227
$1.27M 0.11%
+2,659
228
$1.27M 0.11%
+7,603
229
$1.26M 0.11%
+126,015
230
$1.26M 0.11%
+8,018
231
$1.26M 0.11%
+121,560
232
$1.26M 0.11%
+45,475
233
$1.26M 0.11%
+1,577
234
$1.25M 0.11%
+2,658
235
$1.24M 0.11%
+125,145
236
$1.23M 0.11%
+4,607
237
$1.23M 0.11%
+121,726
238
$1.22M 0.11%
+40,871
239
$1.22M 0.11%
+5,588
240
$1.22M 0.11%
+122,000
241
$1.21M 0.11%
+122,615
242
$1.2M 0.11%
+121,110
243
$1.2M 0.11%
+5,211
244
$1.2M 0.11%
+5,736
245
$1.19M 0.11%
+218,478
246
$1.19M 0.11%
+66,627
247
$1.19M 0.11%
+137,581
248
$1.19M 0.11%
+16,490
249
$1.18M 0.11%
+117,915
250
$1.18M 0.11%
+113,748
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